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 | $5,685 | $105,630-94.6% | $87,507-93.5% | $273,961-97.9% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 11.85% | 12.25%-0.4pp | 12.21%-0.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $1,382 | $3,141-56.0% | $2,550-45.8% | $4,869-71.6% |
| Participant deferral / active EE | $1,946 | $3,601-46.0% | $3,149-38.2% | $5,287-63.2% |
| Admin fee / account holder | $79 | $4,781-98.3% | $4,221-98.1% | $10,132-99.2% |