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 | $9,740 | $107,015-90.9% | $73,545-86.8% | $147,584-93.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 40.05% | 38.25%+1.8pp | -15.16%+55.2pp | 578.55%-538.5pp |
| Employer contribution / active EE | $344 | $1,760-80.5% | $1,219-71.8% | $4,876-92.9% |
| Participant deferral / active EE | $748 | $2,462-69.6% | $1,806-58.6% | $5,439-86.2% |
| Admin fee / account holder | $35 | $3,055-98.9% | $2,320-98.5% | $10,885-99.7% |