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 | $5,458 | $111,724-95.1% | $93,606-94.2% | $145,922-96.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.01% | 202.98%-190.0pp | 133.20%-120.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,179 | $3,090-61.8% | $2,420-51.3% | $4,660-74.7% |
| Participant deferral / active EE | $3,578 | $4,912-27.2% | $4,411-18.9% | $6,688-46.5% |
| Admin fee / account holder | $86 | $10,250-99.2% | $8,285-99.0% | $13,397-99.4% |