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 | $12,958 | $99,652-87.0% | $78,778-83.6% | $147,584-91.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.39% | 47.28%-27.9pp | 35.62%-16.2pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,829 | $2,796-34.6% | $1,986-7.9% | $4,876-62.5% |
| Participant deferral / active EE | $2,881 | $3,664-21.3% | $2,958-2.6% | $5,439-47.0% |
| Admin fee / account holder | $183 | $7,155-97.4% | $5,134-96.4% | $10,885-98.3% |