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 | $9,424 | $181,894-94.8% | $156,549-94.0% | $273,961-96.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.34% | 30.74%-18.4pp | 32.23%-19.9pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,392 | $6,248-77.7% | $5,501-74.7% | $4,869-71.4% |
| Participant deferral / active EE | $3,090 | $5,550-44.3% | $4,871-36.6% | $5,287-41.6% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |