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 9-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 | $10,454 | $63,764-83.6% | $81,930-87.2% | $79,858-86.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 13.76% | 22.66%-8.9pp | 29.49%-15.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $4,876 | $1,795+171.6% | $4,310+13.1% | $2,471+97.4% |
| Participant deferral / active EE | $1,331 | $2,780-52.1% | $7,107-81.3% | $3,740-64.4% |
| Admin fee / account holder | $0 | $4,426-100.0% | $5,158-100.0% | $5,306-100.0% |