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 | $17,298 | $88,707-80.5% | $74,183-76.7% | $273,961-93.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.02% | 11.94%-2.9pp | 17.74%-8.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $5,421 | $3,159+71.6% | $2,370+128.7% | $4,869+11.4% |
| Participant deferral / active EE | $5,721 | $4,212+35.8% | $3,550+61.2% | $5,287+8.2% |
| Admin fee / account holder | $108 | $8,717-98.8% | $5,586-98.1% | $10,132-98.9% |