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 | $11,813 | $159,602-92.6% | $150,045-92.1% | $142,382-91.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.32% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,238 | $4,961-14.6% | $4,693-9.7% | $4,299-1.4% |
| Participant deferral / active EE | $12,905 | $8,310+55.3% | $7,997+61.4% | $6,507+98.3% |
| Admin fee / account holder | $299 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |