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 | $12,817 | $215,361-94.0% | $171,082-92.5% | $273,961-95.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.88% | 25.14%-16.3pp | 32.56%-23.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,800 | $4,967-63.8% | $4,002-55.0% | $4,869-63.0% |
| Participant deferral / active EE | $2,250 | $5,543-59.4% | $4,797-53.1% | $5,287-57.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |