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 | $7,222 | $84,233-91.4% | $170,442-95.8% | $70,131-89.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.76% | 23.06%-9.3pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $859 | $3,387-74.6% | $5,433-84.2% | $2,342-63.3% |
| Participant deferral / active EE | $942 | $3,086-69.5% | $4,939-80.9% | $3,332-71.7% |
| Admin fee / account holder | $51 | $5,698-99.1% | $13,880-99.6% | $4,645-98.9% |