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 | $3,741 | $99,020-96.2% | $86,590-95.7% | $147,584-97.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.97% | 1312.34%-1291.4pp | 964.84%-943.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $1,603 | $3,132-48.8% | $2,839-43.5% | $4,876-67.1% |
| Participant deferral / active EE | $2,487 | $3,972-37.4% | $3,609-31.1% | $5,439-54.3% |
| Admin fee / account holder | $254 | $5,710-95.6% | $4,906-94.8% | $10,885-97.7% |