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 | $12,691 | $107,934-88.2% | $91,989-86.2% | $152,861-91.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.47% | 89.24%-69.8pp | 69.02%-49.5pp | 345.32%-325.8pp |
| Employer contribution / active EE | $686 | $4,210-83.7% | $3,452-80.1% | $4,762-85.6% |
| Participant deferral / active EE | $6,180 | $6,364-2.9% | $5,923+4.3% | $5,850+5.6% |
| Admin fee / account holder | $170 | $10,520-98.4% | $7,743-97.8% | $11,596-98.5% |