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 | $11,025 | $93,071-88.2% | $74,583-85.2% | $273,961-96.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.58% | 26.18%-23.6pp | 20.47%-17.9pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,074 | $3,160-66.0% | $2,525-57.5% | $4,869-77.9% |
| Participant deferral / active EE | $1,343 | $4,160-67.7% | $3,458-61.2% | $5,287-74.6% |
| Admin fee / account holder | $130 | $5,272-97.5% | $4,138-96.9% | $10,132-98.7% |