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 | $12,961 | $101,069-87.2% | $81,478-84.1% | $147,584-91.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.66% | 32.40%-9.7pp | 38.78%-16.1pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,438 | $3,205-23.9% | $2,568-5.1% | $4,876-50.0% |
| Participant deferral / active EE | $4,366 | $4,242+2.9% | $3,537+23.5% | $5,439-19.7% |
| Admin fee / account holder | $62 | $5,812-98.9% | $4,561-98.6% | $10,885-99.4% |