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 | $8,672 | $45,035-80.7% | $62,995-86.2% | $70,131-87.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.46% | 18.76%-6.3pp | 87.57%-75.1pp | 73.14%-60.7pp |
| Employer contribution / active EE | $698 | $2,051-66.0% | $2,759-74.7% | $2,342-70.2% |
| Participant deferral / active EE | $2,494 | $2,465+1.2% | $3,329-25.1% | $3,332-25.2% |
| Admin fee / account holder | $121 | $2,834-95.7% | $3,600-96.6% | $4,645-97.4% |