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 | $12,389 | $102,547-87.9% | $78,210-84.2% | $147,584-91.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.42% | 51.08%-38.7pp | 40.90%-28.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $855 | $2,617-67.3% | $2,034-58.0% | $4,876-82.5% |
| Participant deferral / active EE | $6,897 | $3,481+98.1% | $2,823+144.3% | $5,439+26.8% |
| Admin fee / account holder | $183 | $5,059-96.4% | $3,758-95.1% | $10,885-98.3% |