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 | $8,060 | $104,106-92.3% | $71,086-88.7% | $135,375-94.0% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -4.79% | 1256.30%-1261.1pp | 650.59%-655.4pp | 519.73%-524.5pp |
| Employer contribution / active EE | $850 | $1,485-42.8% | $1,088-21.9% | $4,779-82.2% |
| Participant deferral / active EE | $850 | $2,527-66.4% | $1,874-54.6% | $5,609-84.8% |
| Admin fee / account holder | $97 | $4,142-97.6% | $3,082-96.8% | $10,827-99.1% |