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 | $12,934 | $144,119-91.0% | $117,854-89.0% | $147,584-91.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.74% | 531.15%-513.4pp | 335.08%-317.3pp | 578.55%-560.8pp |
| Employer contribution / active EE | $6,120 | $4,896+25.0% | $3,786+61.6% | $4,876+25.5% |
| Participant deferral / active EE | $1,800 | $5,316-66.1% | $4,482-59.8% | $5,439-66.9% |
| Admin fee / account holder | $131 | $10,886-98.8% | $8,020-98.4% | $10,885-98.8% |