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 | $7,674 | $99,341-92.3% | $84,750-90.9% | $273,961-97.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.10% | 22.93%-7.8pp | 22.78%-7.7pp | 41.45%-26.4pp |
| Employer contribution / active EE | $2,463 | $4,214-41.5% | $3,574-31.1% | $4,869-49.4% |
| Participant deferral / active EE | $2,304 | $4,269-46.0% | $3,712-37.9% | $5,287-56.4% |
| Admin fee / account holder | $93 | $6,644-98.6% | $5,332-98.3% | $10,132-99.1% |