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 | $9,010 | $99,341-90.9% | $84,750-89.4% | $273,961-96.7% |
| Participation rate | 73.3% | 80.7%-7.4pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | 8.32% | 22.93%-14.6pp | 22.78%-14.5pp | 41.45%-33.1pp |
| Employer contribution / active EE | $658 | $4,214-84.4% | $3,574-81.6% | $4,869-86.5% |
| Participant deferral / active EE | $1,844 | $4,269-56.8% | $3,712-50.3% | $5,287-65.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |