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 | $12,320 | $77,634-84.1% | $156,549-92.1% | $62,891-80.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.82% | 50.32%-40.5pp | 32.23%-22.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,836 | $3,444+11.4% | $5,501-30.3% | $2,281+68.2% |
| Participant deferral / active EE | $2,781 | $3,045-8.7% | $4,871-42.9% | $3,203-13.2% |
| Admin fee / account holder | $261 | $5,561-95.3% | $13,027-98.0% | $4,296-93.9% |