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 | $15,687 | $76,552-79.5% | $123,892-87.3% | $62,891-75.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.50% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,338 | $2,883-18.9% | $4,617-49.3% | $2,281+2.5% |
| Participant deferral / active EE | $3,266 | $4,840-32.5% | $5,984-45.4% | $3,203+2.0% |
| Admin fee / account holder | $135 | $4,826-97.2% | $8,357-98.4% | $4,296-96.9% |