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 | $3,202 | $131,829-97.6% | $108,579-97.1% | $273,961-98.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 33.48% | -91.57%+125.1pp | -51.70%+85.2pp | 41.45%-8.0pp |
| Employer contribution / active EE | $1,517 | $4,912-69.1% | $3,758-59.6% | $4,869-68.8% |
| Participant deferral / active EE | $1,794 | $5,127-65.0% | $4,311-58.4% | $5,287-66.1% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |