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 | $9,302 | $101,069-90.8% | $81,478-88.6% | $147,584-93.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 29.00% | 32.40%-3.4pp | 38.78%-9.8pp | 578.55%-549.6pp |
| Employer contribution / active EE | $408 | $3,205-87.3% | $2,568-84.1% | $4,876-91.6% |
| Participant deferral / active EE | $7,261 | $4,242+71.2% | $3,537+105.3% | $5,439+33.5% |
| Admin fee / account holder | $110 | $5,812-98.1% | $4,561-97.6% | $10,885-99.0% |