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 | $19,749 | $153,311-87.1% | $109,313-81.9% | $273,961-92.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.74% | 29.86%-24.1pp | 22.07%-16.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,001 | $5,619-82.2% | $3,892-74.3% | $4,869-79.4% |
| Participant deferral / active EE | $1,576 | $3,932-59.9% | $3,166-50.2% | $5,287-70.2% |
| Admin fee / account holder | $30 | $8,076-99.6% | $5,666-99.5% | $10,132-99.7% |