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 | $6,603 | $107,015-93.8% | $73,545-91.0% | $147,584-95.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 22.19% | 38.25%-16.1pp | -15.16%+37.4pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,770 | $1,760+0.6% | $1,219+45.2% | $4,876-63.7% |
| Participant deferral / active EE | $2,212 | $2,462-10.1% | $1,806+22.5% | $5,439-59.3% |
| Admin fee / account holder | $56 | $3,055-98.2% | $2,320-97.6% | $10,885-99.5% |