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 | $5,081 | $103,949-95.1% | $69,182-92.7% | $273,961-98.1% |
| Participation rate | 70.0% | 67.4%+2.6pp | 55.1%+14.9pp | 83.0%-13.0pp |
| Annual return | 10.37% | 35.28%-24.9pp | -21.93%+32.3pp | 41.45%-31.1pp |
| Employer contribution / active EE | $795 | $1,783-55.4% | $1,206-34.1% | $4,869-83.7% |
| Participant deferral / active EE | $1,263 | $2,716-53.5% | $1,897-33.4% | $5,287-76.1% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |