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 | $5,850 | $104,907-94.4% | $84,611-93.1% | $152,861-96.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 26.57% | 373.79%-347.2pp | 258.74%-232.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $776 | $3,302-76.5% | $2,652-70.7% | $4,762-83.7% |
| Participant deferral / active EE | $1,950 | $4,688-58.4% | $3,899-50.0% | $5,850-66.7% |
| Admin fee / account holder | $94 | $6,241-98.5% | $4,912-98.1% | $11,596-99.2% |