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 | $13,768 | $99,341-86.1% | $84,750-83.8% | $273,961-95.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 22.63% | 22.93%-0.3pp | 22.78%-0.2pp | 41.45%-18.8pp |
| Employer contribution / active EE | $3,479 | $4,214-17.4% | $3,574-2.7% | $4,869-28.6% |
| Participant deferral / active EE | $5,448 | $4,269+27.6% | $3,712+46.8% | $5,287+3.0% |
| Admin fee / account holder | $179 | $6,644-97.3% | $5,332-96.7% | $10,132-98.2% |