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 | $15,778 | $105,630-85.1% | $87,507-82.0% | $273,961-94.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 10.87% | 12.25%-1.4pp | 12.21%-1.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,498 | $3,141-52.3% | $2,550-41.2% | $4,869-69.2% |
| Participant deferral / active EE | $1,721 | $3,601-52.2% | $3,149-45.3% | $5,287-67.4% |
| Admin fee / account holder | $102 | $4,781-97.9% | $4,221-97.6% | $10,132-99.0% |