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 | $8,361 | $88,707-90.6% | $74,183-88.7% | $273,961-96.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.92% | 11.94%-4.0pp | 17.74%-9.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $734 | $3,159-76.8% | $2,370-69.1% | $4,869-84.9% |
| Participant deferral / active EE | $2,467 | $4,212-41.4% | $3,550-30.5% | $5,287-53.3% |
| Admin fee / account holder | $54 | $8,717-99.4% | $5,586-99.0% | $10,132-99.5% |