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 7-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 | $10,379 | $100,754-89.7% | $86,677-88.0% | $134,475-92.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 31.20% | 29.04%+2.2pp | 35.91%-4.7pp | 417.96%-386.8pp |
| Employer contribution / active EE | $1,046 | $3,489-70.0% | $2,836-63.1% | $4,740-77.9% |
| Participant deferral / active EE | $2,434 | $5,338-54.4% | $4,656-47.7% | $6,400-62.0% |
| Admin fee / account holder | $129 | $10,926-98.8% | $7,493-98.3% | $11,426-98.9% |