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 | $9,070 | $124,425-92.7% | $112,040-91.9% | $137,256-93.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.41% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,062 | $3,411-39.6% | $2,954-30.2% | $4,156-50.4% |
| Participant deferral / active EE | $3,650 | $5,718-36.2% | $5,098-28.4% | $6,407-43.0% |
| Admin fee / account holder | $25 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |