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 | $1,750 | $107,015-98.4% | $73,545-97.6% | $147,584-98.8% |
| Participation rate | 81.0% | 66.4%+14.6pp | 54.9%+26.0pp | 82.8%-1.9pp |
| Annual return | 24.58% | 38.25%-13.7pp | -15.16%+39.7pp | 578.55%-554.0pp |
| Employer contribution / active EE | $227 | $1,760-87.1% | $1,219-81.4% | $4,876-95.3% |
| Participant deferral / active EE | $878 | $2,462-64.3% | $1,806-51.4% | $5,439-83.9% |
| Admin fee / account holder | $2 | $3,055-99.9% | $2,320-99.9% | $10,885-100.0% |