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 | $8,074 | $90,503-91.1% | $78,689-89.7% | $273,961-97.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.18% | 75.60%-62.4pp | 62.18%-49.0pp | 41.45%-28.3pp |
| Employer contribution / active EE | $1,762 | $3,176-44.5% | $2,851-38.2% | $4,869-63.8% |
| Participant deferral / active EE | $1,240 | $3,901-68.2% | $3,517-64.7% | $5,287-76.5% |
| Admin fee / account holder | $5 | $5,263-99.9% | $4,510-99.9% | $10,132-99.9% |