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 | $7,079 | $99,020-92.9% | $86,590-91.8% | $147,584-95.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 29.68% | 1312.34%-1282.7pp | 964.84%-935.2pp | 578.55%-548.9pp |
| Employer contribution / active EE | $1,865 | $3,132-40.5% | $2,839-34.3% | $4,876-61.8% |
| Participant deferral / active EE | $3,197 | $3,972-19.5% | $3,609-11.4% | $5,439-41.2% |
| Admin fee / account holder | $20 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |