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 | $9,172 | $90,503-89.9% | $78,689-88.3% | $273,961-96.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.39% | 75.60%-64.2pp | 62.18%-50.8pp | 41.45%-30.1pp |
| Employer contribution / active EE | $2,861 | $3,176-9.9% | $2,851+0.4% | $4,869-41.2% |
| Participant deferral / active EE | $5,145 | $3,901+31.9% | $3,517+46.3% | $5,287-2.7% |
| Admin fee / account holder | $159 | $5,263-97.0% | $4,510-96.5% | $10,132-98.4% |