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 | $13,356 | $113,935-88.3% | $94,224-85.8% | $125,391-89.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.91% | 5.29%-2.4pp | 10.68%-7.8pp | 282.22%-279.3pp |
| Employer contribution / active EE | $3,714 | $4,727-21.4% | $3,587+3.6% | $4,866-23.7% |
| Participant deferral / active EE | $9,526 | $5,179+84.0% | $4,320+120.5% | $5,352+78.0% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |