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 | $12,497 | $77,634-83.9% | $156,549-92.0% | $62,891-80.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 15.91% | 50.32%-34.4pp | 32.23%-16.3pp | 20.14%-4.2pp |
| Employer contribution / active EE | $2,348 | $3,444-31.8% | $5,501-57.3% | $2,281+2.9% |
| Participant deferral / active EE | $4,781 | $3,045+57.0% | $4,871-1.9% | $3,203+49.3% |
| Admin fee / account holder | $106 | $5,561-98.1% | $13,027-99.2% | $4,296-97.5% |