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 | $15,007 | $99,341-84.9% | $84,750-82.3% | $273,961-94.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.21% | 22.93%-17.7pp | 22.78%-17.6pp | 41.45%-36.2pp |
| Employer contribution / active EE | $6,131 | $4,214+45.5% | $3,574+71.5% | $4,869+25.9% |
| Participant deferral / active EE | $4,927 | $4,269+15.4% | $3,712+32.7% | $5,287-6.8% |
| Admin fee / account holder | $129 | $6,644-98.1% | $5,332-97.6% | $10,132-98.7% |