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 | $8,785 | $100,901-91.3% | $75,670-88.4% | $147,584-94.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 26.60% | 35.78%-9.2pp | 27.34%-0.7pp | 578.55%-552.0pp |
| Employer contribution / active EE | $723 | $3,253-77.8% | $2,352-69.2% | $4,876-85.2% |
| Participant deferral / active EE | $4,459 | $4,027+10.7% | $3,142+41.9% | $5,439-18.0% |
| Admin fee / account holder | $191 | $11,285-98.3% | $5,800-96.7% | $10,885-98.2% |