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 | $13,627 | $93,346-85.4% | $71,796-81.0% | $273,961-95.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.97% | 130.39%-121.4pp | 78.04%-69.1pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,720 | $2,733-37.1% | $1,924-10.6% | $4,869-64.7% |
| Participant deferral / active EE | $2,818 | $3,475-18.9% | $2,794+0.9% | $5,287-46.7% |
| Admin fee / account holder | $31 | $6,571-99.5% | $4,815-99.4% | $10,132-99.7% |