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 | $15,864 | $99,652-84.1% | $78,778-79.9% | $147,584-89.3% |
| Participation rate | 92.9% | 76.2%+16.6pp | 69.2%+23.7pp | 82.8%+10.0pp |
| Annual return | 27.08% | 47.28%-20.2pp | 35.62%-8.5pp | 578.55%-551.5pp |
| Employer contribution / active EE | $2,778 | $2,796-0.6% | $1,986+39.9% | $4,876-43.0% |
| Participant deferral / active EE | $4,417 | $3,664+20.6% | $2,958+49.3% | $5,439-18.8% |
| Admin fee / account holder | $162 | $7,155-97.7% | $5,134-96.8% | $10,885-98.5% |