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 | $6,181 | $176,662-96.5% | $130,648-95.3% | $152,861-96.0% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.4%-2.4pp |
| Annual return | 20.83% | 2692.24%-2671.4pp | 1708.96%-1688.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $556 | $5,742-90.3% | $4,092-86.4% | $4,762-88.3% |
| Participant deferral / active EE | $892 | $4,361-79.5% | $3,603-75.2% | $5,850-84.7% |
| Admin fee / account holder | $15 | $7,133-99.8% | $5,464-99.7% | $11,596-99.9% |