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 | $11,254 | $99,341-88.7% | $84,750-86.7% | $273,961-95.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.04% | 22.93%-18.9pp | 22.78%-18.7pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,912 | $4,214-54.6% | $3,574-46.5% | $4,869-60.7% |
| Participant deferral / active EE | $1,912 | $4,269-55.2% | $3,712-48.5% | $5,287-63.8% |
| Admin fee / account holder | $130 | $6,644-98.0% | $5,332-97.6% | $10,132-98.7% |