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 | $8,621 | $40,256-78.6% | $57,343-85.0% | $59,632-85.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.55% | 27.49%-25.9pp | 24.39%-22.8pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $683 | $1,922-64.4% | $2,689-74.6% | $2,203-69.0% |
| Participant deferral / active EE | $1,182 | $2,399-50.8% | $3,162-62.6% | $3,192-63.0% |
| Admin fee / account holder | $247 | $2,818-91.2% | $3,356-92.6% | $4,297-94.2% |