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 | $13,253 | $83,337-84.1% | $67,834-80.5% | $273,961-95.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 14.04% | 259.45%-245.4pp | 138.47%-124.4pp | 41.45%-27.4pp |
| Employer contribution / active EE | $1,819 | $3,287-44.7% | $2,403-24.3% | $4,869-62.6% |
| Participant deferral / active EE | $5,900 | $4,088+44.3% | $3,160+86.7% | $5,287+11.6% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |