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 | $10,740 | $135,952-92.1% | $123,892-91.3% | $273,961-96.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.55% | 56.63%-45.1pp | 47.52%-36.0pp | 41.45%-29.9pp |
| Employer contribution / active EE | $3,219 | $5,170-37.7% | $4,617-30.3% | $4,869-33.9% |
| Participant deferral / active EE | $5,418 | $6,343-14.6% | $5,984-9.5% | $5,287+2.5% |
| Admin fee / account holder | $116 | $9,817-98.8% | $8,357-98.6% | $10,132-98.9% |