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 | $13,240 | $60,349-78.1% | $74,183-82.2% | $62,891-78.9% |
| Participation rate | 80.6% | 72.7%+7.8pp | 76.6%+3.9pp | 69.3%+11.2pp |
| Annual return | 12.73% | 21.37%-8.6pp | 17.74%-5.0pp | 20.14%-7.4pp |
| Employer contribution / active EE | $3,099 | $1,680+84.4% | $2,370+30.7% | $2,281+35.8% |
| Participant deferral / active EE | $2,171 | $2,856-24.0% | $3,550-38.8% | $3,203-32.2% |
| Admin fee / account holder | $232 | $4,261-94.5% | $5,586-95.8% | $4,296-94.6% |