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 | $17,248 | $93,346-81.5% | $71,796-76.0% | $273,961-93.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.62% | 130.39%-121.8pp | 78.04%-69.4pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,200 | $2,733-56.1% | $1,924-37.7% | $4,869-75.4% |
| Participant deferral / active EE | $1,525 | $3,475-56.1% | $2,794-45.4% | $5,287-71.2% |
| Admin fee / account holder | $226 | $6,571-96.6% | $4,815-95.3% | $10,132-97.8% |