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 | $6,791 | $95,971-92.9% | $74,550-90.9% | $135,375-95.0% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -7.28% | 56.96%-64.2pp | 32.53%-39.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $894 | $2,716-67.1% | $1,961-54.4% | $4,779-81.3% |
| Participant deferral / active EE | $916 | $3,843-76.2% | $3,108-70.5% | $5,609-83.7% |
| Admin fee / account holder | $67 | $6,522-99.0% | $5,060-98.7% | $10,827-99.4% |