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 | $1,359 | $107,015-98.7% | $73,545-98.2% | $147,584-99.1% |
| Participation rate | 73.9% | 66.4%+7.5pp | 54.9%+19.0pp | 82.8%-8.9pp |
| Annual return | 28.56% | 38.25%-9.7pp | -15.16%+43.7pp | 578.55%-550.0pp |
| Employer contribution / active EE | $205 | $1,760-88.3% | $1,219-83.2% | $4,876-95.8% |
| Participant deferral / active EE | $898 | $2,462-63.5% | $1,806-50.3% | $5,439-83.5% |
| Admin fee / account holder | $117 | $3,055-96.2% | $2,320-95.0% | $10,885-98.9% |