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 | $1,768 | $104,106-98.3% | $71,086-97.5% | $135,375-98.7% |
| Participation rate | 72.7% | 65.7%+7.1pp | 54.7%+18.1pp | 82.6%-9.9pp |
| Annual return | -6.45% | 1256.30%-1262.7pp | 650.59%-657.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $233 | $1,485-84.3% | $1,088-78.5% | $4,779-95.1% |
| Participant deferral / active EE | $483 | $2,527-80.9% | $1,874-74.2% | $5,609-91.4% |
| Admin fee / account holder | $134 | $4,142-96.8% | $3,082-95.7% | $10,827-98.8% |