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 | $8,243 | $165,912-95.0% | $122,332-93.3% | $147,584-94.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.68% | 34.55%-21.9pp | 30.27%-17.6pp | 578.55%-565.9pp |
| Employer contribution / active EE | $191 | $5,754-96.7% | $4,050-95.3% | $4,876-96.1% |
| Participant deferral / active EE | $191 | $4,005-95.2% | $3,287-94.2% | $5,439-96.5% |
| Admin fee / account holder | $46 | $7,424-99.4% | $5,478-99.2% | $10,885-99.6% |