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 | $6,384 | $107,015-94.0% | $73,545-91.3% | $147,584-95.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 30.07% | 38.25%-8.2pp | -15.16%+45.2pp | 578.55%-548.5pp |
| Employer contribution / active EE | $1,759 | $1,760-0.1% | $1,219+44.3% | $4,876-63.9% |
| Participant deferral / active EE | $2,311 | $2,462-6.1% | $1,806+28.0% | $5,439-57.5% |
| Admin fee / account holder | $17 | $3,055-99.4% | $2,320-99.3% | $10,885-99.8% |