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 | $11,138 | $157,256-92.9% | $141,162-92.1% | $152,861-92.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.80% | 64.32%-35.5pp | 71.39%-42.6pp | 345.32%-316.5pp |
| Employer contribution / active EE | $1,934 | $5,261-63.2% | $4,735-59.2% | $4,762-59.4% |
| Participant deferral / active EE | $4,200 | $7,109-40.9% | $6,709-37.4% | $5,850-28.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |