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 | $11,201 | $157,256-92.9% | $141,162-92.1% | $152,861-92.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 31.46% | 64.32%-32.9pp | 71.39%-39.9pp | 345.32%-313.9pp |
| Employer contribution / active EE | $3,097 | $5,261-41.1% | $4,735-34.6% | $4,762-35.0% |
| Participant deferral / active EE | $10,582 | $7,109+48.8% | $6,709+57.7% | $5,850+80.9% |
| Admin fee / account holder | $14 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |