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 | $15,456 | $99,652-84.5% | $78,778-80.4% | $147,584-89.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.83% | 47.28%-27.5pp | 35.62%-15.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,852 | $2,796+2.0% | $1,986+43.6% | $4,876-41.5% |
| Participant deferral / active EE | $2,852 | $3,664-22.1% | $2,958-3.6% | $5,439-47.6% |
| Admin fee / account holder | $53 | $7,155-99.3% | $5,134-99.0% | $10,885-99.5% |