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 | $16,556 | $46,869-64.7% | $122,332-86.5% | $70,131-76.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 19.01% | 24.22%-5.2pp | 30.27%-11.3pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,380 | $1,288+84.8% | $4,050-41.2% | $2,342+1.6% |
| Participant deferral / active EE | $2,720 | $2,166+25.5% | $3,287-17.3% | $3,332-18.4% |
| Admin fee / account holder | $128 | $3,322-96.2% | $5,478-97.7% | $4,645-97.3% |