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 | $9,599 | $99,020-90.3% | $86,590-88.9% | $147,584-93.5% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 19.69% | 1312.34%-1292.6pp | 964.84%-945.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,533 | $3,132-51.1% | $2,839-46.0% | $4,876-68.6% |
| Participant deferral / active EE | $3,079 | $3,972-22.5% | $3,609-14.7% | $5,439-43.4% |
| Admin fee / account holder | $238 | $5,710-95.8% | $4,906-95.2% | $10,885-97.8% |