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 | $10,150 | $77,634-86.9% | $156,549-93.5% | $62,891-83.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 36.73% | 50.32%-13.6pp | 32.23%+4.5pp | 20.14%+16.6pp |
| Employer contribution / active EE | $2,501 | $3,444-27.4% | $5,501-54.5% | $2,281+9.7% |
| Participant deferral / active EE | $2,906 | $3,045-4.6% | $4,871-40.3% | $3,203-9.3% |
| Admin fee / account holder | $80 | $5,561-98.6% | $13,027-99.4% | $4,296-98.1% |