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 | $14,380 | $183,592-92.2% | $155,567-90.8% | $145,959-90.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.56% | 61.24%-46.7pp | 64.74%-50.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,150 | $5,315-78.4% | $4,674-75.4% | $4,661-75.3% |
| Participant deferral / active EE | $4,435 | $6,464-31.4% | $5,628-21.2% | $6,689-33.7% |
| Admin fee / account holder | $172 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |