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 | $11,321 | $85,766-86.8% | $136,294-91.7% | $70,131-83.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.63% | 31.45%-16.8pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,119 | $2,966-28.6% | $4,695-54.9% | $2,342-9.6% |
| Participant deferral / active EE | $5,404 | $5,051+7.0% | $6,247-13.5% | $3,332+62.2% |
| Admin fee / account holder | $201 | $5,420-96.3% | $9,243-97.8% | $4,645-95.7% |