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 | $11,005 | $53,127-79.3% | $86,590-87.3% | $70,131-84.3% |
| Participation rate | 93.6% | 65.3%+28.3pp | 73.5%+20.1pp | 69.5%+24.1pp |
| Annual return | 18.70% | 27.66%-9.0pp | 964.84%-946.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $919 | $2,068-55.6% | $2,839-67.6% | $2,342-60.8% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $192 | $3,585-94.7% | $4,906-96.1% | $4,645-95.9% |