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 | $17,226 | $96,557-82.2% | $80,975-78.7% | $273,961-93.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.10%-17.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $5,983 | $4,868+22.9% | $3,714+61.1% | $4,869+22.9% |
| Participant deferral / active EE | $10,358 | $6,598+57.0% | $5,696+81.8% | $5,287+95.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |