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 | $6,768 | $133,958-94.9% | $112,228-94.0% | $134,475-95.0% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -19.63% | 47.11%-66.7pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,534 | $4,038-62.0% | $3,635-57.8% | $4,740-67.6% |
| Participant deferral / active EE | $2,034 | $5,291-61.6% | $4,728-57.0% | $6,400-68.2% |
| Admin fee / account holder | $250 | $7,489-96.7% | $6,410-96.1% | $11,426-97.8% |