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 | $7,696 | $99,652-92.3% | $78,778-90.2% | $147,584-94.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.27% | 47.28%-28.0pp | 35.62%-16.3pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,048 | $2,796-62.5% | $1,986-47.2% | $4,876-78.5% |
| Participant deferral / active EE | $1,005 | $3,664-72.6% | $2,958-66.0% | $5,439-81.5% |
| Admin fee / account holder | $108 | $7,155-98.5% | $5,134-97.9% | $10,885-99.0% |