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 | $11,416 | $104,907-89.1% | $84,611-86.5% | $152,861-92.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 26.05% | 373.79%-347.7pp | 258.74%-232.7pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,684 | $3,302-49.0% | $2,652-36.5% | $4,762-64.6% |
| Participant deferral / active EE | $2,694 | $4,688-42.5% | $3,899-30.9% | $5,850-54.0% |
| Admin fee / account holder | $57 | $6,241-99.1% | $4,912-98.8% | $11,596-99.5% |