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 | $16,411 | $96,557-83.0% | $80,975-79.7% | $273,961-94.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.21% | 15.14%-11.9pp | 17.10%-13.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,514 | $4,868-68.9% | $3,714-59.2% | $4,869-68.9% |
| Participant deferral / active EE | $1,797 | $6,598-72.8% | $5,696-68.4% | $5,287-66.0% |
| Admin fee / account holder | $76 | $7,492-99.0% | $5,516-98.6% | $10,132-99.3% |