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 | $15,864 | $99,652-84.1% | $78,778-79.9% | $147,584-89.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.43% | 47.28%-32.9pp | 35.62%-21.2pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,223 | $2,796-56.2% | $1,986-38.4% | $4,876-74.9% |
| Participant deferral / active EE | $3,680 | $3,664+0.4% | $2,958+24.4% | $5,439-32.3% |
| Admin fee / account holder | $96 | $7,155-98.7% | $5,134-98.1% | $10,885-99.1% |