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 | $7,614 | $180,449-95.8% | $154,107-95.1% | $135,375-94.4% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | 91.53% | 888.09%-796.6pp | 735.12%-643.6pp | 519.73%-428.2pp |
| Employer contribution / active EE | $1,493 | $6,035-75.3% | $5,298-71.8% | $4,779-68.7% |
| Participant deferral / active EE | $3,051 | $5,806-47.5% | $5,081-39.9% | $5,609-45.6% |
| Admin fee / account holder | $100 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |