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 | $10,980 | $99,079-88.9% | $77,999-85.9% | $273,961-96.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.60% | 217.93%-210.3pp | 425.96%-418.4pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,734 | $3,308-47.6% | $2,470-29.8% | $4,869-64.4% |
| Participant deferral / active EE | $3,943 | $4,306-8.4% | $3,497+12.8% | $5,287-25.4% |
| Admin fee / account holder | $143 | $8,954-98.4% | $5,480-97.4% | $10,132-98.6% |