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 | $2,586 | $99,020-97.4% | $86,590-97.0% | $147,584-98.2% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 121.38% | 1312.34%-1191.0pp | 964.84%-843.5pp | 578.55%-457.2pp |
| Employer contribution / active EE | $645 | $3,132-79.4% | $2,839-77.3% | $4,876-86.8% |
| Participant deferral / active EE | $1,185 | $3,972-70.2% | $3,609-67.2% | $5,439-78.2% |
| Admin fee / account holder | $7 | $5,710-99.9% | $4,906-99.9% | $10,885-99.9% |