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 | $10,834 | $90,503-88.0% | $78,689-86.2% | $273,961-96.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.51% | 75.60%-66.1pp | 62.18%-52.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,279 | $3,176-59.7% | $2,851-55.1% | $4,869-73.7% |
| Participant deferral / active EE | $4,590 | $3,901+17.6% | $3,517+30.5% | $5,287-13.2% |
| Admin fee / account holder | $172 | $5,263-96.7% | $4,510-96.2% | $10,132-98.3% |