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 | $14,932 | $99,341-85.0% | $84,750-82.4% | $273,961-94.5% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 10.06% | 22.93%-12.9pp | 22.78%-12.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,481 | $4,214-64.9% | $3,574-58.6% | $4,869-69.6% |
| Participant deferral / active EE | $3,315 | $4,269-22.4% | $3,712-10.7% | $5,287-37.3% |
| Admin fee / account holder | $104 | $6,644-98.4% | $5,332-98.0% | $10,132-99.0% |