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 | $20,532 | $99,079-79.3% | $77,999-73.7% | $273,961-92.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.21% | 217.93%-210.7pp | 425.96%-418.8pp | 41.45%-34.2pp |
| Employer contribution / active EE | $4,166 | $3,308+26.0% | $2,470+68.7% | $4,869-14.4% |
| Participant deferral / active EE | $6,943 | $4,306+61.2% | $3,497+98.6% | $5,287+31.3% |
| Admin fee / account holder | $12 | $8,954-99.9% | $5,480-99.8% | $10,132-99.9% |