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 | $7,844 | $56,277-86.1% | $80,975-90.3% | $62,891-87.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 19.89% | 22.12%-2.2pp | 17.10%+2.8pp | 20.14%-0.3pp |
| Employer contribution / active EE | $2,597 | $1,943+33.6% | $3,714-30.1% | $2,281+13.8% |
| Participant deferral / active EE | $3,681 | $4,195-12.2% | $5,696-35.4% | $3,203+14.9% |
| Admin fee / account holder | $55 | $3,741-98.5% | $5,516-99.0% | $4,296-98.7% |