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 | $9,504 | $113,339-91.6% | $94,993-90.0% | $147,584-93.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 35.44% | 20.77%+14.7pp | 27.12%+8.3pp | 578.55%-543.1pp |
| Employer contribution / active EE | $1,400 | $3,160-55.7% | $2,603-46.2% | $4,876-71.3% |
| Participant deferral / active EE | $4,859 | $3,777+28.6% | $3,317+46.5% | $5,439-10.7% |
| Admin fee / account holder | $159 | $6,063-97.4% | $4,960-96.8% | $10,885-98.5% |