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 | $14,423 | $232,540-93.8% | $185,117-92.2% | $147,584-90.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.01% | 43.03%-35.0pp | 40.50%-32.5pp | 578.55%-570.5pp |
| Employer contribution / active EE | $459 | $5,195-91.2% | $4,182-89.0% | $4,876-90.6% |
| Participant deferral / active EE | $1,633 | $5,834-72.0% | $5,045-67.6% | $5,439-70.0% |
| Admin fee / account holder | $140 | $10,275-98.6% | $8,159-98.3% | $10,885-98.7% |