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 | $8,964 | $65,685-86.4% | $57,179-84.3% | $273,961-96.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 15.35% | 21.99%-6.6pp | 14.59%+0.8pp | 41.45%-26.1pp |
| Employer contribution / active EE | $3,830 | $3,279+16.8% | $2,682+42.8% | $4,869-21.3% |
| Participant deferral / active EE | $2,837 | $3,782-25.0% | $3,096-8.4% | $5,287-46.3% |
| Admin fee / account holder | $265 | $4,835-94.5% | $3,139-91.6% | $10,132-97.4% |