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 | $5,718 | $99,020-94.2% | $86,590-93.4% | $147,584-96.1% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 15.66% | 1312.34%-1296.7pp | 964.84%-949.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,307 | $3,132-58.3% | $2,839-54.0% | $4,876-73.2% |
| Participant deferral / active EE | $920 | $3,972-76.8% | $3,609-74.5% | $5,439-83.1% |
| Admin fee / account holder | $22 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |