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 | $7,342 | $90,503-91.9% | $78,689-90.7% | $273,961-97.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 713.93% | 75.60%+638.3pp | 62.18%+651.8pp | 41.45%+672.5pp |
| Employer contribution / active EE | $1,183 | $3,176-62.7% | $2,851-58.5% | $4,869-75.7% |
| Participant deferral / active EE | $3,308 | $3,901-15.2% | $3,517-5.9% | $5,287-37.4% |
| Admin fee / account holder | $233 | $5,263-95.6% | $4,510-94.8% | $10,132-97.7% |