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 | $6,217 | $53,127-88.3% | $86,590-92.8% | $70,131-91.1% |
| Participation rate | 96.0% | 65.3%+30.7pp | 73.5%+22.5pp | 69.5%+26.5pp |
| Annual return | 175.07% | 27.66%+147.4pp | 964.84%-789.8pp | 73.14%+101.9pp |
| Employer contribution / active EE | $1,679 | $2,068-18.8% | $2,839-40.9% | $2,342-28.3% |
| Participant deferral / active EE | $2,357 | $2,696-12.6% | $3,609-34.7% | $3,332-29.3% |
| Admin fee / account holder | $188 | $3,585-94.8% | $4,906-96.2% | $4,645-96.0% |