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 | $14,955 | $63,346-76.4% | $92,233-83.8% | $70,131-78.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 23.95% | 530.12%-506.2pp | 176.28%-152.3pp | 73.14%-49.2pp |
| Employer contribution / active EE | $652 | $2,471-73.6% | $3,679-82.3% | $2,342-72.2% |
| Participant deferral / active EE | $2,474 | $2,854-13.3% | $3,897-36.5% | $3,332-25.7% |
| Admin fee / account holder | $119 | $3,840-96.9% | $5,194-97.7% | $4,645-97.4% |