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 | $13,554 | $99,341-86.4% | $84,750-84.0% | $273,961-95.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.36% | 22.93%-17.6pp | 22.78%-17.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,358 | $4,214-67.8% | $3,574-62.0% | $4,869-72.1% |
| Participant deferral / active EE | $2,974 | $4,269-30.3% | $3,712-19.9% | $5,287-43.8% |
| Admin fee / account holder | $44 | $6,644-99.3% | $5,332-99.2% | $10,132-99.6% |