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 | $9,360 | $96,557-90.3% | $80,975-88.4% | $273,961-96.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.71% | 15.14%-5.4pp | 17.10%-7.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,451 | $4,868-70.2% | $3,714-60.9% | $4,869-70.2% |
| Participant deferral / active EE | $2,309 | $6,598-65.0% | $5,696-59.5% | $5,287-56.3% |
| Admin fee / account holder | $36 | $7,492-99.5% | $5,516-99.4% | $10,132-99.6% |