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 | $9,045 | $91,037-90.1% | $71,671-87.4% | $147,584-93.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.33% | 20.48%-8.1pp | 20.65%-8.3pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,505 | $3,327-54.8% | $2,460-38.8% | $4,876-69.1% |
| Participant deferral / active EE | $3,232 | $4,498-28.1% | $3,438-6.0% | $5,439-40.6% |
| Admin fee / account holder | $51 | $8,613-99.4% | $5,558-99.1% | $10,885-99.5% |