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 | $18,926 | $127,777-85.2% | $106,548-82.2% | $167,490-88.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.03% | 33.87%-20.8pp | 26.80%-13.8pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,626 | $3,427-52.6% | $2,819-42.3% | $4,837-66.4% |
| Participant deferral / active EE | $2,264 | $5,087-55.5% | $4,398-48.5% | $6,341-64.3% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |