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 | $9,839 | $135,952-92.8% | $123,892-92.1% | $273,961-96.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.39% | 56.63%-45.2pp | 47.52%-36.1pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,767 | $5,170-65.8% | $4,617-61.7% | $4,869-63.7% |
| Participant deferral / active EE | $3,634 | $6,343-42.7% | $5,984-39.3% | $5,287-31.3% |
| Admin fee / account holder | $137 | $9,817-98.6% | $8,357-98.4% | $10,132-98.6% |