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 | $18,020 | $112,881-84.0% | $90,951-80.2% | $158,922-88.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.81% | 215.79%-192.0pp | 134.60%-110.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $2,647 | $2,893-8.5% | $2,122+24.8% | $4,761-44.4% |
| Participant deferral / active EE | $1,950 | $4,128-52.7% | $3,373-42.2% | $5,982-67.4% |
| Admin fee / account holder | $96 | $8,041-98.8% | $5,959-98.4% | $11,246-99.1% |