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 | $10,010 | $135,952-92.6% | $123,892-91.9% | $273,961-96.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.78% | 56.63%-44.8pp | 47.52%-35.7pp | 41.45%-29.7pp |
| Employer contribution / active EE | $2,236 | $5,170-56.7% | $4,617-51.6% | $4,869-54.1% |
| Participant deferral / active EE | $2,445 | $6,343-61.5% | $5,984-59.1% | $5,287-53.8% |
| Admin fee / account holder | $50 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |