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 | $7,124 | $96,557-92.6% | $80,975-91.2% | $273,961-97.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 29.65% | 15.14%+14.5pp | 17.10%+12.5pp | 41.45%-11.8pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,239 | $6,598+40.0% | $5,696+62.2% | $5,287+74.8% |
| Admin fee / account holder | $219 | $7,492-97.1% | $5,516-96.0% | $10,132-97.8% |