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 | $10,148 | $90,503-88.8% | $78,689-87.1% | $273,961-96.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.86% | 75.60%-64.7pp | 62.18%-51.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,216 | $3,176-61.7% | $2,851-57.3% | $4,869-75.0% |
| Participant deferral / active EE | $2,022 | $3,901-48.2% | $3,517-42.5% | $5,287-61.7% |
| Admin fee / account holder | $211 | $5,263-96.0% | $4,510-95.3% | $10,132-97.9% |