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 | $17,977 | $106,890-83.2% | $84,015-78.6% | $152,861-88.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.87% | 104.99%-80.1pp | 71.31%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,895 | $2,734+5.9% | $1,983+46.0% | $4,762-39.2% |
| Participant deferral / active EE | $5,783 | $4,011+44.2% | $3,239+78.6% | $5,850-1.1% |
| Admin fee / account holder | $234 | $8,285-97.2% | $6,101-96.2% | $11,596-98.0% |