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 | $8,207 | $136,307-94.0% | $106,619-92.3% | $273,961-97.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.59% | 11.05%-4.5pp | 9.42%-2.8pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,561 | $5,190-69.9% | $3,947-60.5% | $4,869-67.9% |
| Participant deferral / active EE | $3,763 | $4,969-24.3% | $3,930-4.2% | $5,287-28.8% |
| Admin fee / account holder | $175 | $8,625-98.0% | $6,418-97.3% | $10,132-98.3% |