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 | $9,651 | $90,503-89.3% | $78,689-87.7% | $273,961-96.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.09% | 75.60%-69.5pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,342 | $3,176-57.7% | $2,851-52.9% | $4,869-72.4% |
| Participant deferral / active EE | $1,410 | $3,901-63.9% | $3,517-59.9% | $5,287-73.3% |
| Admin fee / account holder | $245 | $5,263-95.3% | $4,510-94.6% | $10,132-97.6% |