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 | $7,066 | $176,377-96.0% | $134,143-94.7% | $158,922-95.6% |
| Participation rate | 90.9% | 78.7%+12.2pp | 72.2%+18.7pp | 82.0%+9.0pp |
| Annual return | 20.95% | 63.63%-42.7pp | 36.33%-15.4pp | 302.83%-281.9pp |
| Employer contribution / active EE | $808 | $5,040-84.0% | $3,704-78.2% | $4,761-83.0% |
| Participant deferral / active EE | $0 | $4,091-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $55 | $8,718-99.4% | $6,684-99.2% | $11,246-99.5% |