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 | $5,384 | $90,503-94.1% | $78,689-93.2% | $273,961-98.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 30.48% | 75.60%-45.1pp | 62.18%-31.7pp | 41.45%-11.0pp |
| Employer contribution / active EE | $1,403 | $3,176-55.8% | $2,851-50.8% | $4,869-71.2% |
| Participant deferral / active EE | $2,642 | $3,901-32.3% | $3,517-24.9% | $5,287-50.0% |
| Admin fee / account holder | $22 | $5,263-99.6% | $4,510-99.5% | $10,132-99.8% |