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 | $15,150 | $98,240-84.6% | $82,313-81.6% | $147,584-89.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.09% | 30.85%-10.8pp | 25.88%-5.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,873 | $3,192-41.3% | $2,428-22.9% | $4,876-61.6% |
| Participant deferral / active EE | $4,623 | $4,383+5.5% | $3,706+24.7% | $5,439-15.0% |
| Admin fee / account holder | $13 | $8,563-99.8% | $5,608-99.8% | $10,885-99.9% |