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 | $15,615 | $149,679-89.6% | $117,039-86.7% | $147,584-89.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 18.63% | 19.31%-0.7pp | 18.95%-0.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,319 | $4,937-53.0% | $3,785-38.7% | $4,876-52.4% |
| Participant deferral / active EE | $2,319 | $4,912-52.8% | $3,929-41.0% | $5,439-57.4% |
| Admin fee / account holder | $141 | $7,856-98.2% | $5,974-97.6% | $10,885-98.7% |