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 | $13,046 | $62,672-79.2% | $185,117-93.0% | $70,131-81.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 20.99% | 40.79%-19.8pp | 40.50%-19.5pp | 73.14%-52.1pp |
| Employer contribution / active EE | $3,349 | $1,753+91.0% | $4,182-19.9% | $2,342+43.0% |
| Participant deferral / active EE | $4,156 | $3,272+27.0% | $5,045-17.6% | $3,332+24.7% |
| Admin fee / account holder | $206 | $3,932-94.8% | $8,159-97.5% | $4,645-95.6% |