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 | $16,918 | $176,377-90.4% | $134,143-87.4% | $158,922-89.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 9.71% | 63.63%-53.9pp | 36.33%-26.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $600 | $5,040-88.1% | $3,704-83.8% | $4,761-87.4% |
| Participant deferral / active EE | $5,000 | $4,091+22.2% | $3,499+42.9% | $5,982-16.4% |
| Admin fee / account holder | $159 | $8,718-98.2% | $6,684-97.6% | $11,246-98.6% |