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 | $10,048 | $104,486-90.4% | $76,817-86.9% | $152,861-93.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 20.95% | 1013.37%-992.4pp | 1166.11%-1145.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,454 | $3,116-53.3% | $2,302-36.8% | $4,762-69.5% |
| Participant deferral / active EE | $1,223 | $4,236-71.1% | $3,336-63.3% | $5,850-79.1% |
| Admin fee / account holder | $109 | $12,275-99.1% | $6,420-98.3% | $11,596-99.1% |