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 | $3,634 | $88,707-95.9% | $74,183-95.1% | $273,961-98.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.88% | 11.94%+1.9pp | 17.74%-3.9pp | 41.45%-27.6pp |
| Employer contribution / active EE | $859 | $3,159-72.8% | $2,370-63.8% | $4,869-82.4% |
| Participant deferral / active EE | $1,397 | $4,212-66.8% | $3,550-60.6% | $5,287-73.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |