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 | $19,500 | $98,240-80.2% | $82,313-76.3% | $147,584-86.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.01% | 30.85%-16.8pp | 25.88%-11.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,731 | $3,192-14.4% | $2,428+12.5% | $4,876-44.0% |
| Participant deferral / active EE | $2,990 | $4,383-31.8% | $3,706-19.3% | $5,439-45.0% |
| Admin fee / account holder | $202 | $8,563-97.6% | $5,608-96.4% | $10,885-98.1% |