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 | $6,463 | $57,541-88.8% | $95,745-93.2% | $75,163-91.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 21.34% | 34.93%-13.6pp | 28.35%-7.0pp | 160.62%-139.3pp |
| Employer contribution / active EE | $465 | $1,808-74.3% | $2,835-83.6% | $2,670-82.6% |
| Participant deferral / active EE | $1,523 | $3,074-50.4% | $4,245-64.1% | $4,125-63.1% |
| Admin fee / account holder | $168 | $4,099-95.9% | $5,678-97.0% | $5,651-97.0% |