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 | $13,859 | $202,432-93.2% | $169,368-91.8% | $139,434-90.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.88% | 531.74%-518.9pp | 405.60%-392.7pp | 372.94%-360.1pp |
| Employer contribution / active EE | $4,242 | $4,692-9.6% | $4,013+5.7% | $4,751-10.7% |
| Participant deferral / active EE | $4,848 | $6,938-30.1% | $6,221-22.1% | $6,710-27.8% |
| Admin fee / account holder | $60 | $10,708-99.4% | $9,003-99.3% | $11,403-99.5% |