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 | $6,245 | $88,707-93.0% | $74,183-91.6% | $273,961-97.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.88% | 11.94%+2.9pp | 17.74%-2.9pp | 41.45%-26.6pp |
| Employer contribution / active EE | $2,095 | $3,159-33.7% | $2,370-11.6% | $4,869-57.0% |
| Participant deferral / active EE | $4,233 | $4,212+0.5% | $3,550+19.2% | $5,287-19.9% |
| Admin fee / account holder | $245 | $8,717-97.2% | $5,586-95.6% | $10,132-97.6% |