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 | $11,906 | $105,859-88.8% | $90,160-86.8% | $147,584-91.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 30.67% | 37.63%-7.0pp | 34.88%-4.2pp | 578.55%-547.9pp |
| Employer contribution / active EE | $899 | $4,126-78.2% | $3,318-72.9% | $4,876-81.6% |
| Participant deferral / active EE | $5,033 | $5,733-12.2% | $5,288-4.8% | $5,439-7.5% |
| Admin fee / account holder | $74 | $8,046-99.1% | $5,943-98.8% | $10,885-99.3% |