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 | $7,186 | $83,337-91.4% | $67,834-89.4% | $273,961-97.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 12.56% | 259.45%-246.9pp | 138.47%-125.9pp | 41.45%-28.9pp |
| Employer contribution / active EE | $805 | $3,287-75.5% | $2,403-66.5% | $4,869-83.5% |
| Participant deferral / active EE | $1,667 | $4,088-59.2% | $3,160-47.2% | $5,287-68.5% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |