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 | $13,780 | $53,127-74.1% | $86,590-84.1% | $70,131-80.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.23% | 27.66%-14.4pp | 964.84%-951.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,808 | $2,068-12.6% | $2,839-36.3% | $2,342-22.8% |
| Participant deferral / active EE | $869 | $2,696-67.8% | $3,609-75.9% | $3,332-73.9% |
| Admin fee / account holder | $261 | $3,585-92.7% | $4,906-94.7% | $4,645-94.4% |