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 | $7,524 | $99,341-92.4% | $84,750-91.1% | $273,961-97.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.30% | 22.93%-6.6pp | 22.78%-6.5pp | 41.45%-25.2pp |
| Employer contribution / active EE | $2,162 | $4,214-48.7% | $3,574-39.5% | $4,869-55.6% |
| Participant deferral / active EE | $3,804 | $4,269-10.9% | $3,712+2.5% | $5,287-28.1% |
| Admin fee / account holder | $194 | $6,644-97.1% | $5,332-96.4% | $10,132-98.1% |