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 | $6,662 | $105,998-93.7% | $92,233-92.8% | $147,584-95.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.19% | 50.05%-33.9pp | 176.28%-160.1pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,825 | $4,333-57.9% | $3,679-50.4% | $4,876-62.6% |
| Participant deferral / active EE | $2,266 | $4,478-49.4% | $3,897-41.8% | $5,439-58.3% |
| Admin fee / account holder | $259 | $6,332-95.9% | $5,194-95.0% | $10,885-97.6% |