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 | $8,299 | $99,341-91.6% | $84,750-90.2% | $273,961-97.0% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 21.94% | 22.93%-1.0pp | 22.78%-0.8pp | 41.45%-19.5pp |
| Employer contribution / active EE | $3,846 | $4,214-8.7% | $3,574+7.6% | $4,869-21.0% |
| Participant deferral / active EE | $2,929 | $4,269-31.4% | $3,712-21.1% | $5,287-44.6% |
| Admin fee / account holder | $214 | $6,644-96.8% | $5,332-96.0% | $10,132-97.9% |