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 | $4,239 | $102,547-95.9% | $78,210-94.6% | $147,584-97.1% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.7%+18.8pp | 82.8%+4.7pp |
| Annual return | 31.45% | 51.08%-19.6pp | 40.90%-9.5pp | 578.55%-547.1pp |
| Employer contribution / active EE | $887 | $2,617-66.1% | $2,034-56.4% | $4,876-81.8% |
| Participant deferral / active EE | $1,367 | $3,481-60.7% | $2,823-51.6% | $5,439-74.9% |
| Admin fee / account holder | $112 | $5,059-97.8% | $3,758-97.0% | $10,885-99.0% |