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 | $15,687 | $99,341-84.2% | $84,750-81.5% | $273,961-94.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.09% | 22.93%-17.8pp | 22.78%-17.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,582 | $4,214-62.5% | $3,574-55.7% | $4,869-67.5% |
| Participant deferral / active EE | $1,928 | $4,269-54.8% | $3,712-48.1% | $5,287-63.5% |
| Admin fee / account holder | $17 | $6,644-99.7% | $5,332-99.7% | $10,132-99.8% |