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 | $10,622 | $100,041-89.4% | $149,718-92.9% | $70,131-84.9% |
| Participation rate | 85.2% | 83.6%+1.6pp | 87.1%-1.9pp | 69.5%+15.6pp |
| Annual return | 73.09% | 27.43%+45.7pp | 1501.63%-1428.5pp | 73.14%-0.1pp |
| Employer contribution / active EE | $2,168 | $3,662-40.8% | $5,445-60.2% | $2,342-7.5% |
| Participant deferral / active EE | $2,936 | $4,983-41.1% | $6,569-55.3% | $3,332-11.9% |
| Admin fee / account holder | $53 | $8,286-99.4% | $11,283-99.5% | $4,645-98.9% |