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 | $8,288 | $99,079-91.6% | $77,999-89.4% | $273,961-97.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 12.68% | 217.93%-205.2pp | 425.96%-413.3pp | 41.45%-28.8pp |
| Employer contribution / active EE | $903 | $3,308-72.7% | $2,470-63.4% | $4,869-81.4% |
| Participant deferral / active EE | $5,494 | $4,306+27.6% | $3,497+57.1% | $5,287+3.9% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |