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 | $12,415 | $99,341-87.5% | $84,750-85.4% | $273,961-95.5% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.55% | 22.93%-14.4pp | 22.78%-14.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,735 | $4,214-58.8% | $3,574-51.5% | $4,869-64.4% |
| Participant deferral / active EE | $3,471 | $4,269-18.7% | $3,712-6.5% | $5,287-34.4% |
| Admin fee / account holder | $241 | $6,644-96.4% | $5,332-95.5% | $10,132-97.6% |