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 | $15,597 | $104,251-85.0% | $91,001-82.9% | $147,584-89.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.44% | 27.06%-12.6pp | 4.60%+9.8pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,651 | $3,116-47.0% | $2,456-32.8% | $4,876-66.1% |
| Participant deferral / active EE | $4,556 | $4,195+8.6% | $3,547+28.4% | $5,439-16.2% |
| Admin fee / account holder | $209 | $8,948-97.7% | $5,417-96.1% | $10,885-98.1% |