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 | $5,162 | $90,600-94.3% | $79,464-93.5% | $135,375-96.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.44% | 977.43%-986.9pp | 718.14%-727.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $530 | $3,068-82.7% | $2,800-81.1% | $4,779-88.9% |
| Participant deferral / active EE | $1,369 | $4,050-66.2% | $3,704-63.0% | $5,609-75.6% |
| Admin fee / account holder | $250 | $5,907-95.8% | $5,113-95.1% | $10,827-97.7% |