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 | $6,080 | $99,341-93.9% | $84,750-92.8% | $273,961-97.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.06% | 22.93%-12.9pp | 22.78%-12.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,376 | $4,214-43.6% | $3,574-33.5% | $4,869-51.2% |
| Participant deferral / active EE | $1,022 | $4,269-76.1% | $3,712-72.5% | $5,287-80.7% |
| Admin fee / account holder | $12 | $6,644-99.8% | $5,332-99.8% | $10,132-99.9% |