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 | $4,781 | $90,503-94.7% | $78,689-93.9% | $273,961-98.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.02% | 75.60%-70.6pp | 62.18%-57.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $884 | $3,176-72.2% | $2,851-69.0% | $4,869-81.8% |
| Participant deferral / active EE | $884 | $3,901-77.3% | $3,517-74.9% | $5,287-83.3% |
| Admin fee / account holder | $267 | $5,263-94.9% | $4,510-94.1% | $10,132-97.4% |