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 | $15,708 | $152,587-89.7% | $125,175-87.5% | $152,861-89.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.71% | 54.84%-35.1pp | 43.79%-24.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,420 | $4,946-71.3% | $3,865-63.3% | $4,762-70.2% |
| Participant deferral / active EE | $3,256 | $5,868-44.5% | $4,937-34.1% | $5,850-44.4% |
| Admin fee / account holder | $86 | $13,434-99.4% | $9,702-99.1% | $11,596-99.3% |