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 | $7,488 | $54,726-86.3% | $68,793-89.1% | $64,186-88.3% |
| Participation rate | 92.1% | 68.0%+24.1pp | 72.2%+19.9pp | 69.6%+22.5pp |
| Annual return | 16.38% | -1.62%+18.0pp | -4.63%+21.0pp | 7.63%+8.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,720 | $2,626+3.6% | $3,311-17.9% | $3,470-21.6% |
| Admin fee / account holder | $103 | $4,027-97.4% | $5,131-98.0% | $4,888-97.9% |