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 | $17,083 | $100,754-83.0% | $86,677-80.3% | $134,475-87.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 1.13% | 29.04%-27.9pp | 35.91%-34.8pp | 417.96%-416.8pp |
| Employer contribution / active EE | $1,108 | $3,489-68.2% | $2,836-60.9% | $4,740-76.6% |
| Participant deferral / active EE | $3,497 | $5,338-34.5% | $4,656-24.9% | $6,400-45.4% |
| Admin fee / account holder | $197 | $10,926-98.2% | $7,493-97.4% | $11,426-98.3% |