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 | $4,139 | $34,934-88.2% | $56,411-92.7% | $74,495-94.4% |
| Participation rate | 100.0% | 32.8%+67.2pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 10.77% | 25.94%-15.2pp | 1701.33%-1690.6pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $279 | $609-54.2% | $1,039-73.2% | $2,623-89.4% |
| Participant deferral / active EE | $595 | $1,170-49.2% | $1,952-69.5% | $4,346-86.3% |
| Admin fee / account holder | $178 | $2,364-92.5% | $2,829-93.7% | $1,942-90.8% |