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 | $6,912 | $93,346-92.6% | $71,796-90.4% | $273,961-97.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 17.77% | 130.39%-112.6pp | 78.04%-60.3pp | 41.45%-23.7pp |
| Employer contribution / active EE | $1,783 | $2,733-34.8% | $1,924-7.3% | $4,869-63.4% |
| Participant deferral / active EE | $2,860 | $3,475-17.7% | $2,794+2.3% | $5,287-45.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |