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 | $5,366 | $84,233-93.6% | $170,442-96.9% | $70,131-92.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.14% | 23.06%-2.9pp | 205.93%-185.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $757 | $3,387-77.7% | $5,433-86.1% | $2,342-67.7% |
| Participant deferral / active EE | $1,628 | $3,086-47.2% | $4,939-67.0% | $3,332-51.1% |
| Admin fee / account holder | $111 | $5,698-98.1% | $13,880-99.2% | $4,645-97.6% |