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 | $4,419 | $93,071-95.3% | $74,583-94.1% | $273,961-98.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 13.48% | 26.18%-12.7pp | 20.47%-7.0pp | 41.45%-28.0pp |
| Employer contribution / active EE | $4,004 | $3,160+26.7% | $2,525+58.6% | $4,869-17.8% |
| Participant deferral / active EE | $1,364 | $4,160-67.2% | $3,458-60.6% | $5,287-74.2% |
| Admin fee / account holder | $24 | $5,272-99.6% | $4,138-99.4% | $10,132-99.8% |