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 | $14,435 | $105,630-86.3% | $87,507-83.5% | $273,961-94.7% |
| Participation rate | 86.7% | 78.2%+8.5pp | 73.8%+12.8pp | 83.0%+3.7pp |
| Annual return | 18.33% | 12.25%+6.1pp | 12.21%+6.1pp | 41.45%-23.1pp |
| Employer contribution / active EE | $2,511 | $3,141-20.0% | $2,550-1.5% | $4,869-48.4% |
| Participant deferral / active EE | $3,296 | $3,601-8.5% | $3,149+4.7% | $5,287-37.7% |
| Admin fee / account holder | $89 | $4,781-98.1% | $4,221-97.9% | $10,132-99.1% |