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 | $10,503 | $109,327-90.4% | $89,391-88.3% | $158,922-93.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 26.23% | 345.68%-319.4pp | 245.62%-219.4pp | 302.83%-276.6pp |
| Employer contribution / active EE | $2,023 | $3,170-36.2% | $2,586-21.8% | $4,761-57.5% |
| Participant deferral / active EE | $3,051 | $4,598-33.7% | $3,890-21.6% | $5,982-49.0% |
| Admin fee / account holder | $25 | $6,153-99.6% | $4,881-99.5% | $11,246-99.8% |