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 | $11,441 | $107,334-89.3% | $92,893-87.7% | $152,861-92.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.67% | 145.58%-131.9pp | 109.41%-95.7pp | 345.32%-331.6pp |
| Employer contribution / active EE | $1,224 | $4,221-71.0% | $3,653-66.5% | $4,762-74.3% |
| Participant deferral / active EE | $3,120 | $4,845-35.6% | $4,236-26.3% | $5,850-46.7% |
| Admin fee / account holder | $137 | $7,079-98.1% | $5,794-97.6% | $11,596-98.8% |