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 | $13,498 | $99,652-86.5% | $78,778-82.9% | $147,584-90.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 24.13% | 47.28%-23.2pp | 35.62%-11.5pp | 578.55%-554.4pp |
| Employer contribution / active EE | $1,127 | $2,796-59.7% | $1,986-43.2% | $4,876-76.9% |
| Participant deferral / active EE | $3,300 | $3,664-9.9% | $2,958+11.5% | $5,439-39.3% |
| Admin fee / account holder | $136 | $7,155-98.1% | $5,134-97.3% | $10,885-98.7% |