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 | $17,792 | $116,175-84.7% | $93,606-81.0% | $152,861-88.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 17.69% | 35.96%-18.3pp | 32.76%-15.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,636 | $3,218-18.1% | $2,718-3.0% | $4,762-44.7% |
| Participant deferral / active EE | $1,905 | $4,603-58.6% | $4,069-53.2% | $5,850-67.4% |
| Admin fee / account holder | $24 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |