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 | $7,966 | $116,175-93.1% | $93,606-91.5% | $152,861-94.8% |
| Participation rate | 95.0% | 78.0%+17.0pp | 75.8%+19.2pp | 82.4%+12.6pp |
| Annual return | 28.35% | 35.96%-7.6pp | 32.76%-4.4pp | 345.32%-317.0pp |
| Employer contribution / active EE | $896 | $3,218-72.1% | $2,718-67.0% | $4,762-81.2% |
| Participant deferral / active EE | $2,420 | $4,603-47.4% | $4,069-40.5% | $5,850-58.6% |
| Admin fee / account holder | $95 | $10,748-99.1% | $7,888-98.8% | $11,596-99.2% |