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 | $18,467 | $179,726-89.7% | $156,263-88.2% | $142,382-87.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.08% | 77.86%-65.8pp | 59.47%-47.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,309 | $5,069-74.2% | $4,333-69.8% | $4,299-69.6% |
| Participant deferral / active EE | $2,589 | $6,956-62.8% | $6,158-58.0% | $6,507-60.2% |
| Admin fee / account holder | $17 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |