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 | $10,697 | $99,341-89.2% | $84,750-87.4% | $273,961-96.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.80% | 22.93%-12.1pp | 22.78%-12.0pp | 41.45%-30.6pp |
| Employer contribution / active EE | $5,795 | $4,214+37.5% | $3,574+62.1% | $4,869+19.0% |
| Participant deferral / active EE | $2,938 | $4,269-31.2% | $3,712-20.9% | $5,287-44.4% |
| Admin fee / account holder | $30 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |