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 | $9,414 | $102,966-90.9% | $90,281-89.6% | $152,861-93.8% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 70.27% | 95.16%-24.9pp | 78.10%-7.8pp | 345.32%-275.0pp |
| Employer contribution / active EE | $567 | $3,139-81.9% | $2,854-80.1% | $4,762-88.1% |
| Participant deferral / active EE | $1,426 | $4,281-66.7% | $3,885-63.3% | $5,850-75.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |