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 | $6,523 | $158,817-95.9% | $121,196-94.6% | $135,375-95.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 11.10% | -0.64%+11.7pp | 16.93%-5.8pp | 519.73%-508.6pp |
| Employer contribution / active EE | $357 | $5,665-93.7% | $4,022-91.1% | $4,779-92.5% |
| Participant deferral / active EE | $353 | $4,005-91.2% | $3,344-89.5% | $5,609-93.7% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |