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 | $14,386 | $430,769-96.7% | $171,128-91.6% | $430,769-96.7% |
| Participation rate | 100.0% | 90.6%+9.4pp | 75.3%+24.7pp | 90.6%+9.4pp |
| Annual return | 9.19% | 10.77%-1.6pp | 3.91%+5.3pp | 10.77%-1.6pp |
| Employer contribution / active EE | $4,956 | $26,022-81.0% | $8,679-42.9% | $26,022-81.0% |
| Participant deferral / active EE | $4,044 | $6,968-42.0% | $1,011+300.0% | $6,968-42.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $754-100.0% | $18,309-100.0% |