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 | $8,770 | $228,332-96.2% | $185,823-95.3% | $158,922-94.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.80% | 40.80%-26.0pp | 35.95%-21.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,248 | $4,967-54.7% | $4,087-45.0% | $4,761-52.8% |
| Participant deferral / active EE | $1,393 | $6,415-78.3% | $5,632-75.3% | $5,982-76.7% |
| Admin fee / account holder | $170 | $11,864-98.6% | $9,500-98.2% | $11,246-98.5% |