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 | $5,022 | $96,956-94.8% | $70,014-92.8% | $273,961-98.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 11.34% | 12.93%-1.6pp | 12.99%-1.6pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,386 | $3,316-58.2% | $2,338-40.7% | $4,869-71.5% |
| Participant deferral / active EE | $1,505 | $3,744-59.8% | $2,931-48.7% | $5,287-71.5% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |