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 | $9,602 | $176,662-94.6% | $130,648-92.7% | $152,861-93.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 27.47% | 2692.24%-2664.8pp | 1708.96%-1681.5pp | 345.32%-317.9pp |
| Employer contribution / active EE | $673 | $5,742-88.3% | $4,092-83.6% | $4,762-85.9% |
| Participant deferral / active EE | $4,925 | $4,361+12.9% | $3,603+36.7% | $5,850-15.8% |
| Admin fee / account holder | $57 | $7,133-99.2% | $5,464-98.9% | $11,596-99.5% |