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 | $14,165 | $105,859-86.6% | $90,160-84.3% | $147,584-90.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.82% | 37.63%-26.8pp | 34.88%-24.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $3,858 | $4,126-6.5% | $3,318+16.3% | $4,876-20.9% |
| Participant deferral / active EE | $3,532 | $5,733-38.4% | $5,288-33.2% | $5,439-35.1% |
| Admin fee / account holder | $66 | $8,046-99.2% | $5,943-98.9% | $10,885-99.4% |