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 | $1,471 | $90,503-98.4% | $78,689-98.1% | $273,961-99.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 38.59% | 75.60%-37.0pp | 62.18%-23.6pp | 41.45%-2.9pp |
| Employer contribution / active EE | $940 | $3,176-70.4% | $2,851-67.0% | $4,869-80.7% |
| Participant deferral / active EE | $805 | $3,901-79.4% | $3,517-77.1% | $5,287-84.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |