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 | $9,696 | $95,416-89.8% | $185,823-94.8% | $85,850-88.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.60% | 23.59%-10.0pp | 122.05%-108.4pp | 318.53%-304.9pp |
| Employer contribution / active EE | $847 | $3,314-74.4% | $5,167-83.6% | $2,565-67.0% |
| Participant deferral / active EE | $1,096 | $3,423-68.0% | $5,568-80.3% | $3,952-72.3% |
| Admin fee / account holder | $164 | $7,213-97.7% | $16,237-99.0% | $6,260-97.4% |