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 | $9,498 | $107,934-91.2% | $91,989-89.7% | $152,861-93.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 30.00% | 89.24%-59.2pp | 69.02%-39.0pp | 345.32%-315.3pp |
| Employer contribution / active EE | $2,459 | $4,210-41.6% | $3,452-28.8% | $4,762-48.4% |
| Participant deferral / active EE | $3,492 | $6,364-45.1% | $5,923-41.0% | $5,850-40.3% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |