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 | $14,178 | $95,971-85.2% | $74,550-81.0% | $135,375-89.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.40% | 56.96%-65.4pp | 32.53%-40.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $8,853 | $2,716+225.9% | $1,961+351.5% | $4,779+85.3% |
| Participant deferral / active EE | $5,710 | $3,843+48.6% | $3,108+83.7% | $5,609+1.8% |
| Admin fee / account holder | $87 | $6,522-98.7% | $5,060-98.3% | $10,827-99.2% |