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 4-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 | $13,286 | $93,571-85.8% | $135,903-90.2% | $75,163-82.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 30.74% | 30.90%-0.2pp | 68.23%-37.5pp | 160.62%-129.9pp |
| Employer contribution / active EE | $2,051 | $3,537-42.0% | $4,856-57.8% | $2,670-23.2% |
| Participant deferral / active EE | $3,646 | $6,404-43.1% | $7,758-53.0% | $4,125-11.6% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |