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 | $9,423 | $90,503-89.6% | $78,689-88.0% | $273,961-96.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.81% | 75.60%-64.8pp | 62.18%-51.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,118 | $3,176-64.8% | $2,851-60.8% | $4,869-77.0% |
| Participant deferral / active EE | $964 | $3,901-75.3% | $3,517-72.6% | $5,287-81.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |