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 | $16,365 | $95,971-82.9% | $74,550-78.0% | $135,375-87.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.59% | 56.96%-49.4pp | 32.53%-24.9pp | 519.73%-512.1pp |
| Employer contribution / active EE | $632 | $2,716-76.7% | $1,961-67.8% | $4,779-86.8% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $157 | $6,522-97.6% | $5,060-96.9% | $10,827-98.6% |