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 | $27,350 | $167,483-83.7% | $115,752-76.4% | $147,584-81.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 22.35% | 12.11%+10.2pp | 19.41%+2.9pp | 578.55%-556.2pp |
| Employer contribution / active EE | $3,805 | $4,960-23.3% | $3,492+9.0% | $4,876-22.0% |
| Participant deferral / active EE | $9,846 | $7,037+39.9% | $5,204+89.2% | $5,439+81.0% |
| Admin fee / account holder | $9 | $13,069-99.9% | $6,278-99.9% | $10,885-99.9% |