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 | $5,568 | $108,172-94.9% | $77,482-92.8% | $158,922-96.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.91% | 31.67%-16.8pp | 54.79%-39.9pp | 302.83%-287.9pp |
| Employer contribution / active EE | $728 | $1,325-45.1% | $986-26.2% | $4,761-84.7% |
| Participant deferral / active EE | $1,549 | $2,456-36.9% | $1,861-16.8% | $5,982-74.1% |
| Admin fee / account holder | $54 | $3,708-98.6% | $2,858-98.1% | $11,246-99.5% |