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 | $9,921 | $93,071-89.3% | $74,583-86.7% | $273,961-96.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.20% | 26.18%-22.0pp | 20.47%-16.3pp | 41.45%-37.3pp |
| Employer contribution / active EE | $967 | $3,160-69.4% | $2,525-61.7% | $4,869-80.1% |
| Participant deferral / active EE | $1,206 | $4,160-71.0% | $3,458-65.1% | $5,287-77.2% |
| Admin fee / account holder | $256 | $5,272-95.1% | $4,138-93.8% | $10,132-97.5% |