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 | $14,431 | $99,079-85.4% | $77,999-81.5% | $273,961-94.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.30% | 217.93%-208.6pp | 425.96%-416.7pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,186 | $3,308-33.9% | $2,470-11.5% | $4,869-55.1% |
| Participant deferral / active EE | $2,024 | $4,306-53.0% | $3,497-42.1% | $5,287-61.7% |
| Admin fee / account holder | $60 | $8,954-99.3% | $5,480-98.9% | $10,132-99.4% |