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 | $5,045 | $56,897-91.1% | $84,750-94.0% | $62,891-92.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 19.15% | 6.30%+12.8pp | 22.78%-3.6pp | 20.14%-1.0pp |
| Employer contribution / active EE | $1,827 | $2,400-23.9% | $3,574-48.9% | $2,281-19.9% |
| Participant deferral / active EE | $1,710 | $2,709-36.9% | $3,712-53.9% | $3,203-46.6% |
| Admin fee / account holder | $93 | $3,581-97.4% | $5,332-98.3% | $4,296-97.8% |