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 | $8,860 | $84,696-89.5% | $75,696-88.3% | $167,490-94.7% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.8%+14.1pp | 82.1%+6.8pp |
| Annual return | 17.84% | 199.36%-181.5pp | 104.53%-86.7pp | 478.56%-460.7pp |
| Employer contribution / active EE | $2,053 | $3,230-36.4% | $2,743-25.2% | $4,837-57.6% |
| Participant deferral / active EE | $1,038 | $4,580-77.3% | $3,821-72.8% | $6,341-83.6% |
| Admin fee / account holder | $18 | $5,355-99.7% | $3,619-99.5% | $12,309-99.9% |