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 | $8,051 | $77,634-89.6% | $156,549-94.9% | $62,891-87.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 43.32% | 50.32%-7.0pp | 32.23%+11.1pp | 20.14%+23.2pp |
| Employer contribution / active EE | $2,588 | $3,444-24.9% | $5,501-53.0% | $2,281+13.5% |
| Participant deferral / active EE | $3,646 | $3,045+19.7% | $4,871-25.2% | $3,203+13.8% |
| Admin fee / account holder | $10 | $5,561-99.8% | $13,027-99.9% | $4,296-99.8% |