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 | $14,245 | $96,557-85.2% | $80,975-82.4% | $273,961-94.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 21.75% | 15.14%+6.6pp | 17.10%+4.7pp | 41.45%-19.7pp |
| Employer contribution / active EE | $2,952 | $4,868-39.4% | $3,714-20.5% | $4,869-39.4% |
| Participant deferral / active EE | $3,444 | $6,598-47.8% | $5,696-39.5% | $5,287-34.9% |
| Admin fee / account holder | $4 | $7,492-99.9% | $5,516-99.9% | $10,132-100.0% |