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 | $5,392 | $105,998-94.9% | $92,233-94.2% | $147,584-96.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 31.56% | 50.05%-18.5pp | 176.28%-144.7pp | 578.55%-547.0pp |
| Employer contribution / active EE | $1,112 | $4,333-74.3% | $3,679-69.8% | $4,876-77.2% |
| Participant deferral / active EE | $1,965 | $4,478-56.1% | $3,897-49.6% | $5,439-63.9% |
| Admin fee / account holder | $15 | $6,332-99.8% | $5,194-99.7% | $10,885-99.9% |