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 | $127,065-92.9% | $113,168-92.0% | $142,382-93.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.41% | 24.03%-5.6pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,062 | $3,442-40.1% | $2,975-30.7% | $4,299-52.0% |
| Participant deferral / active EE | $3,650 | $5,716-36.2% | $5,107-28.5% | $6,507-43.9% |
| Admin fee / account holder | $25 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |