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 | $15,756 | $153,311-89.7% | $109,313-85.6% | $273,961-94.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.05% | 29.86%-21.8pp | 22.07%-14.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $346 | $5,619-93.8% | $3,892-91.1% | $4,869-92.9% |
| Participant deferral / active EE | $1,079 | $3,932-72.6% | $3,166-65.9% | $5,287-79.6% |
| Admin fee / account holder | $4 | $8,076-100.0% | $5,666-99.9% | $10,132-100.0% |