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 | $12,305 | $105,998-88.4% | $92,233-86.7% | $147,584-91.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 4897.91% | 50.05%+4847.9pp | 176.28%+4721.6pp | 578.55%+4319.4pp |
| Employer contribution / active EE | $818 | $4,333-81.1% | $3,679-77.8% | $4,876-83.2% |
| Participant deferral / active EE | $4,319 | $4,478-3.5% | $3,897+10.8% | $5,439-20.6% |
| Admin fee / account holder | $42 | $6,332-99.3% | $5,194-99.2% | $10,885-99.6% |