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 | $5,403 | $73,515-92.7% | $62,995-91.4% | $147,584-96.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.71% | 175.43%-162.7pp | 87.57%-74.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $562 | $3,320-83.1% | $2,759-79.6% | $4,876-88.5% |
| Participant deferral / active EE | $3,932 | $4,185-6.0% | $3,329+18.1% | $5,439-27.7% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |