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 | $15,479 | $63,346-75.6% | $92,233-83.2% | $70,131-77.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 24.40% | 530.12%-505.7pp | 176.28%-151.9pp | 73.14%-48.7pp |
| Employer contribution / active EE | $4,099 | $2,471+65.9% | $3,679+11.4% | $2,342+75.0% |
| Participant deferral / active EE | $6,151 | $2,854+115.5% | $3,897+57.9% | $3,332+84.6% |
| Admin fee / account holder | $242 | $3,840-93.7% | $5,194-95.3% | $4,645-94.8% |