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 | $8,559 | $113,339-92.4% | $94,993-91.0% | $147,584-94.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 12.24% | 20.77%-8.5pp | 27.12%-14.9pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,043 | $3,160-67.0% | $2,603-59.9% | $4,876-78.6% |
| Participant deferral / active EE | $2,920 | $3,777-22.7% | $3,317-12.0% | $5,439-46.3% |
| Admin fee / account holder | $33 | $6,063-99.5% | $4,960-99.3% | $10,885-99.7% |