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 | $7,627 | $112,881-93.2% | $90,951-91.6% | $158,922-95.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.33% | 215.79%-193.5pp | 134.60%-112.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $924 | $2,893-68.1% | $2,122-56.5% | $4,761-80.6% |
| Participant deferral / active EE | $1,512 | $4,128-63.4% | $3,373-55.2% | $5,982-74.7% |
| Admin fee / account holder | $49 | $8,041-99.4% | $5,959-99.2% | $11,246-99.6% |