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 | $7,326 | $108,642-93.3% | $74,701-90.2% | $152,861-95.2% |
| Participation rate | 71.4% | 65.3%+6.1pp | 54.5%+17.0pp | 82.4%-11.0pp |
| Annual return | 23.54% | 114.06%-90.5pp | 752.92%-729.4pp | 345.32%-321.8pp |
| Employer contribution / active EE | $352 | $1,503-76.6% | $1,084-67.5% | $4,762-92.6% |
| Participant deferral / active EE | $1,504 | $2,712-44.5% | $1,964-23.4% | $5,850-74.3% |
| Admin fee / account holder | $71 | $4,902-98.6% | $3,333-97.9% | $11,596-99.4% |