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 | $12,998 | $84,233-84.6% | $170,442-92.4% | $70,131-81.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 32.73% | 23.06%+9.7pp | 205.93%-173.2pp | 73.14%-40.4pp |
| Employer contribution / active EE | $2,066 | $3,387-39.0% | $5,433-62.0% | $2,342-11.8% |
| Participant deferral / active EE | $3,051 | $3,086-1.1% | $4,939-38.2% | $3,332-8.4% |
| Admin fee / account holder | $205 | $5,698-96.4% | $13,880-98.5% | $4,645-95.6% |