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 | $9,766 | $77,634-87.4% | $156,549-93.8% | $62,891-84.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.27% | 50.32%-41.0pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $691 | $3,444-79.9% | $5,501-87.4% | $2,281-69.7% |
| Participant deferral / active EE | $1,365 | $3,045-55.2% | $4,871-72.0% | $3,203-57.4% |
| Admin fee / account holder | $294 | $5,561-94.7% | $13,027-97.7% | $4,296-93.1% |