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 | $10,726 | $90,503-88.1% | $78,689-86.4% | $273,961-96.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.10% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,341 | $3,176-57.8% | $2,851-53.0% | $4,869-72.5% |
| Participant deferral / active EE | $3,719 | $3,901-4.7% | $3,517+5.8% | $5,287-29.7% |
| Admin fee / account holder | $187 | $5,263-96.5% | $4,510-95.9% | $10,132-98.2% |