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 | $5,786 | $99,341-94.2% | $84,750-93.2% | $273,961-97.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 21.40% | 22.93%-1.5pp | 22.78%-1.4pp | 41.45%-20.1pp |
| Employer contribution / active EE | $2,061 | $4,214-51.1% | $3,574-42.3% | $4,869-57.7% |
| Participant deferral / active EE | $2,787 | $4,269-34.7% | $3,712-24.9% | $5,287-47.3% |
| Admin fee / account holder | $10 | $6,644-99.8% | $5,332-99.8% | $10,132-99.9% |