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 | $6,570 | $107,015-93.9% | $73,545-91.1% | $147,584-95.5% |
| Participation rate | 88.9% | 66.4%+22.5pp | 54.9%+34.0pp | 82.8%+6.1pp |
| Annual return | 21.22% | 38.25%-17.0pp | -15.16%+36.4pp | 578.55%-557.3pp |
| Employer contribution / active EE | $439 | $1,760-75.1% | $1,219-64.0% | $4,876-91.0% |
| Participant deferral / active EE | $1,559 | $2,462-36.7% | $1,806-13.7% | $5,439-71.3% |
| Admin fee / account holder | $59 | $3,055-98.1% | $2,320-97.5% | $10,885-99.5% |