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 | $13,096 | $93,071-85.9% | $74,583-82.4% | $273,961-95.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.72% | 26.18%-21.5pp | 20.47%-15.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $10,490 | $3,160+232.0% | $2,525+315.4% | $4,869+115.5% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $47 | $5,272-99.1% | $4,138-98.9% | $10,132-99.5% |