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 | $11,162 | $56,199-80.1% | $67,652-83.5% | $59,632-81.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 116.81% | 18505.31%-18388.5pp | 6625.04%-6508.2pp | 2041.28%-1924.5pp |
| Employer contribution / active EE | $1,403 | $1,614-13.1% | $2,266-38.1% | $2,203-36.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $189 | $3,958-95.2% | $4,821-96.1% | $4,297-95.6% |