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 | $10,110 | $107,015-90.6% | $73,545-86.3% | $147,584-93.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.64% | 38.25%-22.6pp | -15.16%+30.8pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,190 | $1,760-32.4% | $1,219-2.3% | $4,876-75.6% |
| Participant deferral / active EE | $2,157 | $2,462-12.4% | $1,806+19.4% | $5,439-60.3% |
| Admin fee / account holder | $183 | $3,055-94.0% | $2,320-92.1% | $10,885-98.3% |