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 | $4,941 | $99,079-95.0% | $77,999-93.7% | $273,961-98.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.48% | 217.93%-207.5pp | 425.96%-415.5pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,222 | $3,308-63.1% | $2,470-50.5% | $4,869-74.9% |
| Participant deferral / active EE | $2,033 | $4,306-52.8% | $3,497-41.9% | $5,287-61.5% |
| Admin fee / account holder | $105 | $8,954-98.8% | $5,480-98.1% | $10,132-99.0% |