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 | $9,643 | $39,122-75.4% | $57,179-83.1% | $62,891-84.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.55% | 9.23%-2.7pp | 14.59%-8.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $605 | $1,874-67.7% | $2,682-77.5% | $2,281-73.5% |
| Participant deferral / active EE | $791 | $2,374-66.7% | $3,096-74.4% | $3,203-75.3% |
| Admin fee / account holder | $108 | $2,592-95.8% | $3,139-96.6% | $4,296-97.5% |