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 | $6,085 | $107,015-94.3% | $73,545-91.7% | $147,584-95.9% |
| Participation rate | 75.0% | 66.4%+8.6pp | 54.9%+20.1pp | 82.8%-7.8pp |
| Annual return | 23.54% | 38.25%-14.7pp | -15.16%+38.7pp | 578.55%-555.0pp |
| Employer contribution / active EE | $750 | $1,760-57.4% | $1,219-38.5% | $4,876-84.6% |
| Participant deferral / active EE | $750 | $2,462-69.5% | $1,806-58.5% | $5,439-86.2% |
| Admin fee / account holder | $30 | $3,055-99.0% | $2,320-98.7% | $10,885-99.7% |