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 | $13,639 | $105,859-87.1% | $90,160-84.9% | $147,584-90.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.96% | 37.63%-15.7pp | 34.88%-12.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $2,555 | $4,126-38.1% | $3,318-23.0% | $4,876-47.6% |
| Participant deferral / active EE | $12,000 | $5,733+109.3% | $5,288+126.9% | $5,439+120.6% |
| Admin fee / account holder | $261 | $8,046-96.8% | $5,943-95.6% | $10,885-97.6% |