See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,580 | $101,283-91.5% | $75,826-88.7% | $135,375-93.7% |
| Participation rate | 95.2% | 72.7%+22.5pp | 68.2%+27.0pp | 82.6%+12.6pp |
| Annual return | 6.61% | 3384.62%-3378.0pp | 1914.15%-1907.5pp | 519.73%-513.1pp |
| Employer contribution / active EE | $1,152 | $2,382-51.6% | $1,913-39.8% | $4,779-75.9% |
| Participant deferral / active EE | $1,539 | $3,469-55.6% | $2,862-46.2% | $5,609-72.6% |
| Admin fee / account holder | $290 | $6,539-95.6% | $4,726-93.9% | $10,827-97.3% |