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 | $10,750 | $181,894-94.1% | $156,549-93.1% | $273,961-96.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 23.56% | 30.74%-7.2pp | 32.23%-8.7pp | 41.45%-17.9pp |
| Employer contribution / active EE | $3,514 | $6,248-43.8% | $5,501-36.1% | $4,869-27.8% |
| Participant deferral / active EE | $4,570 | $5,550-17.7% | $4,871-6.2% | $5,287-13.6% |
| Admin fee / account holder | $28 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |