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 | $7,601 | $58,828-87.1% | $77,999-90.3% | $62,891-87.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 10.47% | 17.16%-6.7pp | 425.96%-415.5pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,761 | $1,672+5.3% | $2,470-28.7% | $2,281-22.8% |
| Participant deferral / active EE | $3,485 | $2,686+29.8% | $3,497-0.3% | $3,203+8.8% |
| Admin fee / account holder | $55 | $4,393-98.7% | $5,480-99.0% | $4,296-98.7% |