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 | $8,270 | $99,020-91.6% | $86,590-90.4% | $147,584-94.4% |
| Participation rate | 95.7% | 76.3%+19.3pp | 73.5%+22.1pp | 82.8%+12.8pp |
| Annual return | 19.87% | 1312.34%-1292.5pp | 964.84%-945.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,823 | $3,132-41.8% | $2,839-35.8% | $4,876-62.6% |
| Participant deferral / active EE | $2,455 | $3,972-38.2% | $3,609-32.0% | $5,439-54.9% |
| Admin fee / account holder | $296 | $5,710-94.8% | $4,906-94.0% | $10,885-97.3% |