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 | $2,556 | $90,503-97.2% | $78,689-96.8% | $273,961-99.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 27.51% | 75.60%-48.1pp | 62.18%-34.7pp | 41.45%-13.9pp |
| Employer contribution / active EE | $516 | $3,176-83.8% | $2,851-81.9% | $4,869-89.4% |
| Participant deferral / active EE | $1,545 | $3,901-60.4% | $3,517-56.1% | $5,287-70.8% |
| Admin fee / account holder | $219 | $5,263-95.8% | $4,510-95.1% | $10,132-97.8% |