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 | $7,441 | $90,503-91.8% | $78,689-90.5% | $273,961-97.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.04% | 75.60%-71.6pp | 62.18%-58.1pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,683 | $3,176-47.0% | $2,851-41.0% | $4,869-65.4% |
| Participant deferral / active EE | $773 | $3,901-80.2% | $3,517-78.0% | $5,287-85.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |