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 | $6,458 | $65,685-90.2% | $57,179-88.7% | $273,961-97.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 39.62% | 21.99%+17.6pp | 14.59%+25.0pp | 41.45%-1.8pp |
| Employer contribution / active EE | $2,759 | $3,279-15.9% | $2,682+2.8% | $4,869-43.3% |
| Participant deferral / active EE | $4,796 | $3,782+26.8% | $3,096+54.9% | $5,287-9.3% |
| Admin fee / account holder | $25 | $4,835-99.5% | $3,139-99.2% | $10,132-99.8% |