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 | $8,414 | $96,956-91.3% | $70,014-88.0% | $273,961-96.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.80% | 12.93%-4.1pp | 12.99%-4.2pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,113 | $3,316-66.4% | $2,338-52.4% | $4,869-77.1% |
| Participant deferral / active EE | $1,040 | $3,744-72.2% | $2,931-64.5% | $5,287-80.3% |
| Admin fee / account holder | $4 | $7,934-99.9% | $4,380-99.9% | $10,132-100.0% |