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 | $11,546 | $99,341-88.4% | $84,750-86.4% | $273,961-95.8% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 10.30% | 22.93%-12.6pp | 22.78%-12.5pp | 41.45%-31.2pp |
| Employer contribution / active EE | $973 | $4,214-76.9% | $3,574-72.8% | $4,869-80.0% |
| Participant deferral / active EE | $2,466 | $4,269-42.2% | $3,712-33.5% | $5,287-53.4% |
| Admin fee / account holder | $95 | $6,644-98.6% | $5,332-98.2% | $10,132-99.1% |