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 | $13,848 | $198,466-93.0% | $170,442-91.9% | $147,584-90.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.09% | 257.29%-240.2pp | 205.93%-188.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,318 | $6,184-78.7% | $5,433-75.7% | $4,876-73.0% |
| Participant deferral / active EE | $2,606 | $5,629-53.7% | $4,939-47.2% | $5,439-52.1% |
| Admin fee / account holder | $59 | $16,852-99.6% | $13,880-99.6% | $10,885-99.5% |