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 | $6,148 | $99,341-93.8% | $84,750-92.7% | $273,961-97.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.62% | 22.93%-12.3pp | 22.78%-12.2pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,733 | $4,214-58.9% | $3,574-51.5% | $4,869-64.4% |
| Participant deferral / active EE | $1,982 | $4,269-53.6% | $3,712-46.6% | $5,287-62.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |