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 | $14,307 | $84,233-83.0% | $170,442-91.6% | $70,131-79.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.93% | 23.06%-5.1pp | 205.93%-188.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $4,314 | $3,387+27.4% | $5,433-20.6% | $2,342+84.2% |
| Participant deferral / active EE | $2,760 | $3,086-10.6% | $4,939-44.1% | $3,332-17.2% |
| Admin fee / account holder | $15 | $5,698-99.7% | $13,880-99.9% | $4,645-99.7% |