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 | $14,439 | $142,405-89.9% | $115,157-87.5% | $152,861-90.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 11.21% | 41.48%-30.3pp | 35.60%-24.4pp | 345.32%-334.1pp |
| Employer contribution / active EE | $3,919 | $4,010-2.3% | $3,179+23.3% | $4,762-17.7% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $106 | $8,462-98.7% | $7,088-98.5% | $11,596-99.1% |