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 | $10,679 | $105,630-89.9% | $87,507-87.8% | $273,961-96.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 11.18% | 12.25%-1.1pp | 12.21%-1.0pp | 41.45%-30.3pp |
| Employer contribution / active EE | $1,488 | $3,141-52.6% | $2,550-41.6% | $4,869-69.4% |
| Participant deferral / active EE | $1,773 | $3,601-50.8% | $3,149-43.7% | $5,287-66.5% |
| Admin fee / account holder | $9 | $4,781-99.8% | $4,221-99.8% | $10,132-99.9% |