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 | $19,549 | $99,652-80.4% | $78,778-75.2% | $147,584-86.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.40% | 47.28%-35.9pp | 35.62%-24.2pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,337 | $2,796-52.2% | $1,986-32.7% | $4,876-72.6% |
| Participant deferral / active EE | $1,805 | $3,664-50.7% | $2,958-39.0% | $5,439-66.8% |
| Admin fee / account holder | $278 | $7,155-96.1% | $5,134-94.6% | $10,885-97.5% |