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 | $7,000 | $65,685-89.3% | $57,179-87.8% | $273,961-97.4% |
| Participation rate | 81.8% | 78.3%+3.5pp | 75.3%+6.5pp | 83.0%-1.2pp |
| Annual return | 1.17% | 21.99%-20.8pp | 14.59%-13.4pp | 41.45%-40.3pp |
| Employer contribution / active EE | $961 | $3,279-70.7% | $2,682-64.2% | $4,869-80.3% |
| Participant deferral / active EE | $1,978 | $3,782-47.7% | $3,096-36.1% | $5,287-62.6% |
| Admin fee / account holder | $92 | $4,835-98.1% | $3,139-97.1% | $10,132-99.1% |