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 | $21,445 | $65,041-67.0% | $90,951-76.4% | $79,858-73.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 17.53% | 30.45%-12.9pp | 134.60%-117.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $714 | $1,247-42.7% | $2,122-66.3% | $2,471-71.1% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $77 | $4,536-98.3% | $5,959-98.7% | $5,306-98.5% |