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 | $9,436 | $99,020-90.5% | $86,590-89.1% | $147,584-93.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 26.25% | 1312.34%-1286.1pp | 964.84%-938.6pp | 578.55%-552.3pp |
| Employer contribution / active EE | $2,192 | $3,132-30.0% | $2,839-22.8% | $4,876-55.0% |
| Participant deferral / active EE | $2,767 | $3,972-30.3% | $3,609-23.3% | $5,439-49.1% |
| Admin fee / account holder | $159 | $5,710-97.2% | $4,906-96.8% | $10,885-98.5% |