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 | $6,088 | $109,327-94.4% | $89,391-93.2% | $158,922-96.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 45.15% | 345.68%-300.5pp | 245.62%-200.5pp | 302.83%-257.7pp |
| Employer contribution / active EE | $551 | $3,170-82.6% | $2,586-78.7% | $4,761-88.4% |
| Participant deferral / active EE | $3,721 | $4,598-19.1% | $3,890-4.3% | $5,982-37.8% |
| Admin fee / account holder | $69 | $6,153-98.9% | $4,881-98.6% | $11,246-99.4% |