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 | $10,984 | $226,064-95.1% | $182,532-94.0% | $152,861-92.8% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 30.23% | 192.51%-162.3pp | 148.54%-118.3pp | 345.32%-315.1pp |
| Employer contribution / active EE | $1,312 | $4,978-73.7% | $4,076-67.8% | $4,762-72.5% |
| Participant deferral / active EE | $1,641 | $6,368-74.2% | $5,524-70.3% | $5,850-72.0% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |