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 | $9,483 | $103,949-90.9% | $69,182-86.3% | $273,961-96.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 9.05% | 35.28%-26.2pp | -21.93%+31.0pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,264 | $1,783-29.1% | $1,206+4.8% | $4,869-74.0% |
| Participant deferral / active EE | $247 | $2,716-90.9% | $1,897-87.0% | $5,287-95.3% |
| Admin fee / account holder | $190 | $3,671-94.8% | $2,697-93.0% | $10,132-98.1% |