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 | $8,993 | $90,503-90.1% | $78,689-88.6% | $273,961-96.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.17% | 75.60%-67.4pp | 62.18%-54.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $915 | $3,176-71.2% | $2,851-67.9% | $4,869-81.2% |
| Participant deferral / active EE | $752 | $3,901-80.7% | $3,517-78.6% | $5,287-85.8% |
| Admin fee / account holder | $257 | $5,263-95.1% | $4,510-94.3% | $10,132-97.5% |