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 7-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 | $6,950 | $115,882-94.0% | $100,516-93.1% | $158,922-95.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.27% | 34.79%-24.5pp | 30.89%-20.6pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,388 | $4,103-41.8% | $3,418-30.1% | $4,761-49.8% |
| Participant deferral / active EE | $2,388 | $6,674-64.2% | $6,270-61.9% | $5,982-60.1% |
| Admin fee / account holder | $20 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |