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 | $13,337 | $149,679-91.1% | $117,039-88.6% | $147,584-91.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 14.69% | 19.31%-4.6pp | 18.95%-4.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $5,894 | $4,937+19.4% | $3,785+55.7% | $4,876+20.9% |
| Participant deferral / active EE | $2,063 | $4,912-58.0% | $3,929-47.5% | $5,439-62.1% |
| Admin fee / account holder | $125 | $7,856-98.4% | $5,974-97.9% | $10,885-98.9% |