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 | $9,576 | $109,881-91.3% | $150,045-93.6% | $84,808-88.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 30.42% | 28.25%+2.2pp | 62.55%-32.1pp | 40.90%-10.5pp |
| Employer contribution / active EE | $3,321 | $3,561-6.7% | $4,693-29.2% | $2,631+26.2% |
| Participant deferral / active EE | $2,812 | $6,636-57.6% | $7,997-64.8% | $4,212-33.2% |
| Admin fee / account holder | $15 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |