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 | $2,529 | $99,020-97.4% | $86,590-97.1% | $147,584-98.3% |
| Participation rate | 76.2% | 76.3%-0.2pp | 73.5%+2.6pp | 82.8%-6.6pp |
| Annual return | 15.44% | 1312.34%-1296.9pp | 964.84%-949.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $22 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |