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 | $15,154 | $105,998-85.7% | $92,233-83.6% | $147,584-89.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.60% | 50.05%-31.5pp | 176.28%-157.7pp | 578.55%-560.0pp |
| Employer contribution / active EE | $3,267 | $4,333-24.6% | $3,679-11.2% | $4,876-33.0% |
| Participant deferral / active EE | $1,892 | $4,478-57.7% | $3,897-51.4% | $5,439-65.2% |
| Admin fee / account holder | $176 | $6,332-97.2% | $5,194-96.6% | $10,885-98.4% |