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 | $10,703 | $106,890-90.0% | $84,015-87.3% | $152,861-93.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.64% | 104.99%-82.3pp | 71.31%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,512 | $2,734-44.7% | $1,983-23.8% | $4,762-68.3% |
| Participant deferral / active EE | $2,084 | $4,011-48.1% | $3,239-35.7% | $5,850-64.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |