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 | $7,775 | $103,949-92.5% | $69,182-88.8% | $273,961-97.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 72.38% | 35.28%+37.1pp | -21.93%+94.3pp | 41.45%+30.9pp |
| Employer contribution / active EE | $1,006 | $1,783-43.6% | $1,206-16.6% | $4,869-79.3% |
| Participant deferral / active EE | $3,353 | $2,716+23.4% | $1,897+76.8% | $5,287-36.6% |
| Admin fee / account holder | $117 | $3,671-96.8% | $2,697-95.7% | $10,132-98.8% |