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 | $16,919 | $104,251-83.8% | $91,001-81.4% | $147,584-88.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.67% | 27.06%-7.4pp | 4.60%+15.1pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,192 | $3,116-29.6% | $2,456-10.7% | $4,876-55.0% |
| Participant deferral / active EE | $5,194 | $4,195+23.8% | $3,547+46.4% | $5,439-4.5% |
| Admin fee / account holder | $18 | $8,948-99.8% | $5,417-99.7% | $10,885-99.8% |