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 | $15,821 | $50,958-69.0% | $74,550-78.8% | $64,186-75.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 1669.88% | -1.86%+1671.7pp | 32.53%+1637.4pp | 7.63%+1662.3pp |
| Employer contribution / active EE | $692 | $1,115-38.0% | $1,961-64.7% | $2,381-71.0% |
| Participant deferral / active EE | $1,578 | $2,301-31.4% | $3,108-49.2% | $3,470-54.5% |
| Admin fee / account holder | $18 | $4,223-99.6% | $5,060-99.6% | $4,888-99.6% |