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 | $8,571 | $90,503-90.5% | $78,689-89.1% | $273,961-96.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.91% | 75.60%-67.7pp | 62.18%-54.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $433 | $3,176-86.4% | $2,851-84.8% | $4,869-91.1% |
| Participant deferral / active EE | $1,916 | $3,901-50.9% | $3,517-45.5% | $5,287-63.8% |
| Admin fee / account holder | $120 | $5,263-97.7% | $4,510-97.3% | $10,132-98.8% |