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 | $6,240 | $76,000-91.8% | $154,107-96.0% | $64,186-90.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.94% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $664 | $3,351-80.2% | $5,298-87.5% | $2,381-72.1% |
| Participant deferral / active EE | $1,386 | $3,175-56.3% | $5,081-72.7% | $3,470-60.0% |
| Admin fee / account holder | $204 | $5,596-96.3% | $13,411-98.5% | $4,888-95.8% |