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 | $16,944 | $131,829-87.1% | $108,579-84.4% | $273,961-93.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 19.85% | -91.57%+111.4pp | -51.70%+71.5pp | 41.45%-21.6pp |
| Employer contribution / active EE | $9,536 | $4,912+94.1% | $3,758+153.7% | $4,869+95.9% |
| Participant deferral / active EE | $4,509 | $5,127-12.0% | $4,311+4.6% | $5,287-14.7% |
| Admin fee / account holder | $36 | $10,252-99.6% | $7,645-99.5% | $10,132-99.6% |