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 | $8,922 | $103,949-91.4% | $69,182-87.1% | $273,961-96.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 9.69% | 35.28%-25.6pp | -21.93%+31.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,218 | $1,783-31.7% | $1,206+1.0% | $4,869-75.0% |
| Participant deferral / active EE | $6,167 | $2,716+127.0% | $1,897+225.1% | $5,287+16.6% |
| Admin fee / account holder | $27 | $3,671-99.3% | $2,697-99.0% | $10,132-99.7% |