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 | $6,788 | $90,503-92.5% | $78,689-91.4% | $273,961-97.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 84.37% | 75.60%+8.8pp | 62.18%+22.2pp | 41.45%+42.9pp |
| Employer contribution / active EE | $498 | $3,176-84.3% | $2,851-82.5% | $4,869-89.8% |
| Participant deferral / active EE | $2,672 | $3,901-31.5% | $3,517-24.0% | $5,287-49.5% |
| Admin fee / account holder | $65 | $5,263-98.8% | $4,510-98.6% | $10,132-99.4% |