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 | $6,591 | $65,685-90.0% | $57,179-88.5% | $273,961-97.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.10% | 21.99%-12.9pp | 14.59%-5.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,303 | $3,279-60.2% | $2,682-51.4% | $4,869-73.2% |
| Participant deferral / active EE | $2,017 | $3,782-46.7% | $3,096-34.9% | $5,287-61.9% |
| Admin fee / account holder | $15 | $4,835-99.7% | $3,139-99.5% | $10,132-99.9% |