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 | $10,806 | $104,486-89.7% | $76,817-85.9% | $152,861-92.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 12.28% | 1013.37%-1001.1pp | 1166.11%-1153.8pp | 345.32%-333.0pp |
| Employer contribution / active EE | $1,087 | $3,116-65.1% | $2,302-52.8% | $4,762-77.2% |
| Participant deferral / active EE | $2,174 | $4,236-48.7% | $3,336-34.8% | $5,850-62.8% |
| Admin fee / account holder | $17 | $12,275-99.9% | $6,420-99.7% | $11,596-99.9% |