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 | $8,416 | $77,899-89.2% | $149,673-94.4% | $75,163-88.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.65% | 31.72%-9.1pp | 134.42%-111.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $647 | $3,137-79.4% | $4,818-86.6% | $2,670-75.8% |
| Participant deferral / active EE | $1,027 | $3,411-69.9% | $5,680-81.9% | $4,125-75.1% |
| Admin fee / account holder | $233 | $5,956-96.1% | $13,210-98.2% | $5,651-95.9% |