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 | $11,340 | $73,515-84.6% | $62,995-82.0% | $147,584-92.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.21% | 175.43%-160.2pp | 87.57%-72.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,701 | $3,320-18.7% | $2,759-2.1% | $4,876-44.6% |
| Participant deferral / active EE | $1,613 | $4,185-61.5% | $3,329-51.6% | $5,439-70.3% |
| Admin fee / account holder | $146 | $5,953-97.6% | $3,600-95.9% | $10,885-98.7% |