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 | $16,614 | $232,540-92.9% | $185,117-91.0% | $147,584-88.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.37% | 43.03%-28.7pp | 40.50%-26.1pp | 578.55%-564.2pp |
| Employer contribution / active EE | $930 | $5,195-82.1% | $4,182-77.8% | $4,876-80.9% |
| Participant deferral / active EE | $2,150 | $5,834-63.1% | $5,045-57.4% | $5,439-60.5% |
| Admin fee / account holder | $224 | $10,275-97.8% | $8,159-97.3% | $10,885-97.9% |