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 | $3,116 | $76,000-95.9% | $154,107-98.0% | $64,186-95.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 6.69% | 30.32%-23.6pp | 735.12%-728.4pp | 7.63%-0.9pp |
| Employer contribution / active EE | $1,033 | $3,351-69.2% | $5,298-80.5% | $2,381-56.6% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $251 | $5,596-95.5% | $13,411-98.1% | $4,888-94.9% |