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 | $9,544 | $85,202-88.8% | $172,739-94.5% | $72,985-86.9% |
| Participation rate | 73.7% | 70.1%+3.6pp | 82.6%-9.0pp | 69.5%+4.2pp |
| Annual return | 25.83% | 27.32%-1.5pp | 802.84%-777.0pp | 81.00%-55.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,730 | $3,260-46.9% | $5,198-66.7% | $3,607-52.0% |
| Admin fee / account holder | $248 | $5,884-95.8% | $13,954-98.2% | $5,124-95.2% |