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 | $24,507 | $136,307-82.0% | $106,619-77.0% | $273,961-91.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 1.69% | 11.05%-9.4pp | 9.42%-7.7pp | 41.45%-39.8pp |
| Employer contribution / active EE | $2,264 | $5,190-56.4% | $3,947-42.6% | $4,869-53.5% |
| Participant deferral / active EE | $3,839 | $4,969-22.8% | $3,930-2.3% | $5,287-27.4% |
| Admin fee / account holder | $47 | $8,625-99.5% | $6,418-99.3% | $10,132-99.5% |