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 | $10,228 | $65,685-84.4% | $57,179-82.1% | $273,961-96.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.25% | 21.99%-15.7pp | 14.59%-8.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,266 | $3,279-61.4% | $2,682-52.8% | $4,869-74.0% |
| Participant deferral / active EE | $1,526 | $3,782-59.7% | $3,096-50.7% | $5,287-71.1% |
| Admin fee / account holder | $18 | $4,835-99.6% | $3,139-99.4% | $10,132-99.8% |