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 | $4,458 | $84,233-94.7% | $170,442-97.4% | $70,131-93.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.01% | 23.06%-5.1pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $707 | $3,387-79.1% | $5,433-87.0% | $2,342-69.8% |
| Participant deferral / active EE | $1,536 | $3,086-50.2% | $4,939-68.9% | $3,332-53.9% |
| Admin fee / account holder | $272 | $5,698-95.2% | $13,880-98.0% | $4,645-94.1% |