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 | $14,407 | $104,251-86.2% | $91,001-84.2% | $147,584-90.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.95% | 27.06%-14.1pp | 4.60%+8.4pp | 578.55%-565.6pp |
| Employer contribution / active EE | $997 | $3,116-68.0% | $2,456-59.4% | $4,876-79.5% |
| Participant deferral / active EE | $4,255 | $4,195+1.4% | $3,547+19.9% | $5,439-21.8% |
| Admin fee / account holder | $202 | $8,948-97.7% | $5,417-96.3% | $10,885-98.1% |