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 | $9,345 | $93,071-90.0% | $74,583-87.5% | $273,961-96.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.87% | 26.18%-21.3pp | 20.47%-15.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,775 | $3,160-43.8% | $2,525-29.7% | $4,869-63.5% |
| Participant deferral / active EE | $2,279 | $4,160-45.2% | $3,458-34.1% | $5,287-56.9% |
| Admin fee / account holder | $143 | $5,272-97.3% | $4,138-96.5% | $10,132-98.6% |