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 | $20,039 | $113,935-82.4% | $94,224-78.7% | $125,391-84.0% |
| Participation rate | 71.4% | 82.9%-11.5pp | 78.8%-7.3pp | 83.2%-11.8pp |
| Annual return | 2.65% | 5.29%-2.6pp | 10.68%-8.0pp | 282.22%-279.6pp |
| Employer contribution / active EE | $1,264 | $4,727-73.3% | $3,587-64.8% | $4,866-74.0% |
| Participant deferral / active EE | $6,857 | $5,179+32.4% | $4,320+58.7% | $5,352+28.1% |
| Admin fee / account holder | $30 | $8,391-99.6% | $6,269-99.5% | $9,540-99.7% |