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 | $4,774 | $84,695-94.4% | $73,843-93.5% | $125,391-96.2% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | 5.89% | 3123.53%-3117.6pp | 2267.84%-2262.0pp | 282.22%-276.3pp |
| Employer contribution / active EE | $816 | $3,123-73.9% | $2,787-70.7% | $4,866-83.2% |
| Participant deferral / active EE | $1,017 | $3,992-74.5% | $3,583-71.6% | $5,352-81.0% |
| Admin fee / account holder | $39 | $5,691-99.3% | $4,880-99.2% | $9,540-99.6% |