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 | $5,287 | $135,952-96.1% | $123,892-95.7% | $273,961-98.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 54.02% | 56.63%-2.6pp | 47.52%+6.5pp | 41.45%+12.6pp |
| Employer contribution / active EE | $2,350 | $5,170-54.6% | $4,617-49.1% | $4,869-51.7% |
| Participant deferral / active EE | $2,416 | $6,343-61.9% | $5,984-59.6% | $5,287-54.3% |
| Admin fee / account holder | $17 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |