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 | $7,393 | $104,251-92.9% | $91,001-91.9% | $147,584-95.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 24.41% | 27.06%-2.7pp | 4.60%+19.8pp | 578.55%-554.1pp |
| Employer contribution / active EE | $1,522 | $3,116-51.2% | $2,456-38.0% | $4,876-68.8% |
| Participant deferral / active EE | $2,993 | $4,195-28.7% | $3,547-15.6% | $5,439-45.0% |
| Admin fee / account holder | $122 | $8,948-98.6% | $5,417-97.7% | $10,885-98.9% |