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 | $9,495 | $93,346-89.8% | $71,796-86.8% | $273,961-96.5% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.1%+15.5pp | 83.0%+1.6pp |
| Annual return | 6.58% | 130.39%-123.8pp | 78.04%-71.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,236 | $2,733-54.8% | $1,924-35.8% | $4,869-74.6% |
| Participant deferral / active EE | $1,981 | $3,475-43.0% | $2,794-29.1% | $5,287-62.5% |
| Admin fee / account holder | $143 | $6,571-97.8% | $4,815-97.0% | $10,132-98.6% |