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 | $3,891 | $100,901-96.1% | $75,670-94.9% | $147,584-97.4% |
| Participation rate | 83.3% | 77.1%+6.2pp | 72.3%+11.0pp | 82.8%+0.5pp |
| Annual return | 25.80% | 35.78%-10.0pp | 27.34%-1.5pp | 578.55%-552.8pp |
| Employer contribution / active EE | $716 | $3,253-78.0% | $2,352-69.6% | $4,876-85.3% |
| Participant deferral / active EE | $1,173 | $4,027-70.9% | $3,142-62.7% | $5,439-78.4% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |