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 5-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 | $10,916 | $127,065-91.4% | $113,168-90.4% | $142,382-92.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.01% | 24.03%-4.0pp | 24.27%-4.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,727 | $3,442-49.8% | $2,975-42.0% | $4,299-59.8% |
| Participant deferral / active EE | $2,914 | $5,716-49.0% | $5,107-42.9% | $6,507-55.2% |
| Admin fee / account holder | $90 | $15,736-99.4% | $12,068-99.3% | $12,624-99.3% |