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 | $8,200 | $90,503-90.9% | $78,689-89.6% | $273,961-97.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.60% | 75.60%-65.0pp | 62.18%-51.6pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,223 | $3,176-61.5% | $2,851-57.1% | $4,869-74.9% |
| Participant deferral / active EE | $931 | $3,901-76.1% | $3,517-73.5% | $5,287-82.4% |
| Admin fee / account holder | $50 | $5,263-99.1% | $4,510-98.9% | $10,132-99.5% |