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 | $17,200 | $105,859-83.8% | $90,160-80.9% | $147,584-88.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 25.98% | 37.63%-11.6pp | 34.88%-8.9pp | 578.55%-552.6pp |
| Employer contribution / active EE | $2,592 | $4,126-37.2% | $3,318-21.9% | $4,876-46.9% |
| Participant deferral / active EE | $5,901 | $5,733+2.9% | $5,288+11.6% | $5,439+8.5% |
| Admin fee / account holder | $154 | $8,046-98.1% | $5,943-97.4% | $10,885-98.6% |