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 | $18,257 | $93,346-80.4% | $71,796-74.6% | $273,961-93.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.16% | 130.39%-126.2pp | 78.04%-73.9pp | 41.45%-37.3pp |
| Employer contribution / active EE | $8,316 | $2,733+204.2% | $1,924+332.1% | $4,869+70.8% |
| Participant deferral / active EE | $4,609 | $3,475+32.6% | $2,794+64.9% | $5,287-12.8% |
| Admin fee / account holder | $99 | $6,571-98.5% | $4,815-97.9% | $10,132-99.0% |