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 | $8,335 | $105,630-92.1% | $87,507-90.5% | $273,961-97.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 13.86% | 12.25%+1.6pp | 12.21%+1.7pp | 41.45%-27.6pp |
| Employer contribution / active EE | $1,111 | $3,141-64.6% | $2,550-56.4% | $4,869-77.2% |
| Participant deferral / active EE | $3,661 | $3,601+1.7% | $3,149+16.3% | $5,287-30.8% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |