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 | $16,220 | $88,707-81.7% | $74,183-78.1% | $273,961-94.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.05% | 11.94%+0.1pp | 17.74%-5.7pp | 41.45%-29.4pp |
| Employer contribution / active EE | $7,383 | $3,159+133.7% | $2,370+211.5% | $4,869+51.6% |
| Participant deferral / active EE | $6,993 | $4,212+66.0% | $3,550+97.0% | $5,287+32.3% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |