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 | $19,525 | $116,175-83.2% | $93,606-79.1% | $152,861-87.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 25.92% | 35.96%-10.0pp | 32.76%-6.8pp | 345.32%-319.4pp |
| Employer contribution / active EE | $750 | $3,218-76.7% | $2,718-72.4% | $4,762-84.3% |
| Participant deferral / active EE | $2,560 | $4,603-44.4% | $4,069-37.1% | $5,850-56.2% |
| Admin fee / account holder | $209 | $10,748-98.1% | $7,888-97.3% | $11,596-98.2% |