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 | $13,549 | $115,770-88.3% | $101,248-86.6% | $158,922-91.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.13% | 56.14%-39.0pp | 46.47%-29.3pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,993 | $4,175-52.3% | $3,660-45.6% | $4,761-58.2% |
| Participant deferral / active EE | $4,878 | $4,957-1.6% | $4,370+11.6% | $5,982-18.5% |
| Admin fee / account holder | $162 | $7,245-97.8% | $5,945-97.3% | $11,246-98.6% |