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 | $5,755 | $99,985-94.2% | $146,665-96.1% | $85,850-93.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.32% | 18.93%-4.6pp | 22.74%-8.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $973 | $2,559-62.0% | $4,136-76.5% | $2,565-62.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $44 | $7,702-99.4% | $10,280-99.6% | $6,260-99.3% |