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 | $16,215 | $157,256-89.7% | $141,162-88.5% | $152,861-89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.57% | 64.32%-41.8pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,293 | $5,261-75.4% | $4,735-72.7% | $4,762-72.8% |
| Participant deferral / active EE | $7,473 | $7,109+5.1% | $6,709+11.4% | $5,850+27.7% |
| Admin fee / account holder | $98 | $12,120-99.2% | $10,261-99.0% | $11,596-99.2% |