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 | $10,879 | $135,952-92.0% | $123,892-91.2% | $273,961-96.0% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 18.30% | 56.63%-38.3pp | 47.52%-29.2pp | 41.45%-23.2pp |
| Employer contribution / active EE | $1,303 | $5,170-74.8% | $4,617-71.8% | $4,869-73.2% |
| Participant deferral / active EE | $2,946 | $6,343-53.6% | $5,984-50.8% | $5,287-44.3% |
| Admin fee / account holder | $108 | $9,817-98.9% | $8,357-98.7% | $10,132-98.9% |