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 | $9,531 | $132,239-92.8% | $105,722-91.0% | $273,961-96.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 17.92% | 10.07%+7.8pp | 12.25%+5.7pp | 41.45%-23.5pp |
| Employer contribution / active EE | $1,896 | $4,867-61.0% | $4,079-53.5% | $4,869-61.1% |
| Participant deferral / active EE | $5,636 | $6,233-9.6% | $5,326+5.8% | $5,287+6.6% |
| Admin fee / account holder | $114 | $12,032-99.1% | $8,308-98.6% | $10,132-98.9% |