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 | $9,707 | $181,894-94.7% | $156,549-93.8% | $273,961-96.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.08% | 30.74%-18.7pp | 32.23%-20.1pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,504 | $6,248-75.9% | $5,501-72.7% | $4,869-69.1% |
| Participant deferral / active EE | $2,116 | $5,550-61.9% | $4,871-56.6% | $5,287-60.0% |
| Admin fee / account holder | $111 | $15,559-99.3% | $13,027-99.1% | $10,132-98.9% |