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 7-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 | $10,818 | $94,625-88.6% | $116,228-90.7% | $84,808-87.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 21.38% | 20.40%+1.0pp | 90.06%-68.7pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,731 | $2,347-26.2% | $2,994-42.2% | $2,631-34.2% |
| Participant deferral / active EE | $2,999 | $3,972-24.5% | $4,953-39.5% | $4,212-28.8% |
| Admin fee / account holder | $275 | $10,091-97.3% | $11,989-97.7% | $7,344-96.3% |