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 | $12,411 | $60,349-79.4% | $74,183-83.3% | $62,891-80.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.39% | 21.37%-15.0pp | 17.74%-11.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,747 | $1,680+4.0% | $2,370-26.3% | $2,281-23.4% |
| Participant deferral / active EE | $2,871 | $2,856+0.5% | $3,550-19.1% | $3,203-10.3% |
| Admin fee / account holder | $198 | $4,261-95.3% | $5,586-96.4% | $4,296-95.4% |