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 | $10,280 | $104,251-90.1% | $91,001-88.7% | $147,584-93.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 44.90% | 27.06%+17.8pp | 4.60%+40.3pp | 578.55%-533.6pp |
| Employer contribution / active EE | $2,651 | $3,116-14.9% | $2,456+8.0% | $4,876-45.6% |
| Participant deferral / active EE | $5,513 | $4,195+31.4% | $3,547+55.4% | $5,439+1.4% |
| Admin fee / account holder | $25 | $8,948-99.7% | $5,417-99.5% | $10,885-99.8% |