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 | $5,581 | $181,894-96.9% | $156,549-96.4% | $273,961-98.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 28.98% | 30.74%-1.8pp | 32.23%-3.2pp | 41.45%-12.5pp |
| Employer contribution / active EE | $2,008 | $6,248-67.9% | $5,501-63.5% | $4,869-58.8% |
| Participant deferral / active EE | $4,820 | $5,550-13.2% | $4,871-1.1% | $5,287-8.8% |
| Admin fee / account holder | $109 | $15,559-99.3% | $13,027-99.2% | $10,132-98.9% |