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 8-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 | $10,831 | $58,512-81.5% | $84,015-87.1% | $72,985-85.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.98% | 28.93%-8.9pp | 71.31%-51.3pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,058 | $1,163+77.0% | $1,983+3.8% | $2,440-15.6% |
| Participant deferral / active EE | $3,358 | $2,394+40.3% | $3,239+3.7% | $3,607-6.9% |
| Admin fee / account holder | $55 | $4,569-98.8% | $6,101-99.1% | $5,124-98.9% |