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 | $6,568 | $77,419-91.5% | $69,455-90.5% | $152,861-95.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 29.61% | 39.06%-9.4pp | 28.97%+0.6pp | 345.32%-315.7pp |
| Employer contribution / active EE | $551 | $3,315-83.4% | $2,779-80.2% | $4,762-88.4% |
| Participant deferral / active EE | $2,678 | $4,414-39.3% | $3,535-24.3% | $5,850-54.2% |
| Admin fee / account holder | $65 | $6,207-98.9% | $3,839-98.3% | $11,596-99.4% |