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 | $7,023 | $99,341-92.9% | $84,750-91.7% | $273,961-97.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 21.44% | 22.93%-1.5pp | 22.78%-1.3pp | 41.45%-20.0pp |
| Employer contribution / active EE | $1,529 | $4,214-63.7% | $3,574-57.2% | $4,869-68.6% |
| Participant deferral / active EE | $2,312 | $4,269-45.9% | $3,712-37.7% | $5,287-56.3% |
| Admin fee / account holder | $51 | $6,644-99.2% | $5,332-99.0% | $10,132-99.5% |