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 | $9,198 | $57,281-83.9% | $86,612-89.4% | $75,163-87.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.78% | 2670.75%-2655.0pp | 591.07%-575.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $798 | $2,314-65.5% | $3,022-73.6% | $2,670-70.1% |
| Participant deferral / active EE | $1,005 | $3,318-69.7% | $4,438-77.3% | $4,125-75.6% |
| Admin fee / account holder | $97 | $4,112-97.6% | $5,614-98.3% | $5,651-98.3% |