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 | $9,106 | $113,339-92.0% | $94,993-90.4% | $147,584-93.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 12.93% | 20.77%-7.8pp | 27.12%-14.2pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,402 | $3,160-55.7% | $2,603-46.2% | $4,876-71.3% |
| Participant deferral / active EE | $3,067 | $3,777-18.8% | $3,317-7.5% | $5,439-43.6% |
| Admin fee / account holder | $70 | $6,063-98.8% | $4,960-98.6% | $10,885-99.4% |