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 | $16,798 | $126,574-86.7% | $106,213-84.2% | $145,922-88.5% |
| Participation rate | 82.4% | 77.6%+4.7pp | 75.3%+7.1pp | 80.3%+2.1pp |
| Annual return | 16.82% | 224.79%-208.0pp | 116.14%-99.3pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,144 | $3,730-42.5% | $3,171-32.4% | $4,660-54.0% |
| Participant deferral / active EE | $4,026 | $5,724-29.7% | $5,016-19.7% | $6,688-39.8% |
| Admin fee / account holder | $88 | $17,304-99.5% | $11,033-99.2% | $13,397-99.3% |