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 | $6,243 | $63,346-90.1% | $92,233-93.2% | $70,131-91.1% |
| Participation rate | 88.5% | 68.7%+19.9pp | 76.5%+12.0pp | 69.5%+19.0pp |
| Annual return | 31.42% | 530.12%-498.7pp | 176.28%-144.9pp | 73.14%-41.7pp |
| Employer contribution / active EE | $1,489 | $2,471-39.7% | $3,679-59.5% | $2,342-36.4% |
| Participant deferral / active EE | $3,138 | $2,854+10.0% | $3,897-19.5% | $3,332-5.8% |
| Admin fee / account holder | $68 | $3,840-98.2% | $5,194-98.7% | $4,645-98.5% |