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 | $6,563 | $99,341-93.4% | $84,750-92.3% | $273,961-97.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.49% | 22.93%-11.4pp | 22.78%-11.3pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,569 | $4,214-62.8% | $3,574-56.1% | $4,869-67.8% |
| Participant deferral / active EE | $2,073 | $4,269-51.4% | $3,712-44.1% | $5,287-60.8% |
| Admin fee / account holder | $11 | $6,644-99.8% | $5,332-99.8% | $10,132-99.9% |