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 | $9,382 | $73,515-87.2% | $62,995-85.1% | $147,584-93.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.56% | 175.43%-157.9pp | 87.57%-70.0pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,531 | $3,320-53.9% | $2,759-44.5% | $4,876-68.6% |
| Participant deferral / active EE | $2,217 | $4,185-47.0% | $3,329-33.4% | $5,439-59.2% |
| Admin fee / account holder | $116 | $5,953-98.0% | $3,600-96.8% | $10,885-98.9% |