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 | $4,839 | $63,346-92.4% | $92,233-94.8% | $70,131-93.1% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.1pp |
| Annual return | 26.12% | 530.12%-504.0pp | 176.28%-150.2pp | 73.14%-47.0pp |
| Employer contribution / active EE | $1,391 | $2,471-43.7% | $3,679-62.2% | $2,342-40.6% |
| Participant deferral / active EE | $1,246 | $2,854-56.3% | $3,897-68.0% | $3,332-62.6% |
| Admin fee / account holder | $153 | $3,840-96.0% | $5,194-97.1% | $4,645-96.7% |