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 | $11,952 | $140,578-91.5% | $100,671-88.1% | $125,391-90.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.54% | 24.67%-23.1pp | 20.43%-18.9pp | 282.22%-280.7pp |
| Employer contribution / active EE | $2,340 | $5,965-60.8% | $4,012-41.7% | $4,866-51.9% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $246 | $6,716-96.3% | $4,850-94.9% | $9,540-97.4% |