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 | $5,565 | $60,349-90.8% | $74,183-92.5% | $62,891-91.2% |
| Participation rate | 84.4% | 72.7%+11.6pp | 76.6%+7.8pp | 69.3%+15.1pp |
| Annual return | 10.47% | 21.37%-10.9pp | 17.74%-7.3pp | 20.14%-9.7pp |
| Employer contribution / active EE | $2,164 | $1,680+28.8% | $2,370-8.7% | $2,281-5.1% |
| Participant deferral / active EE | $1,958 | $2,856-31.5% | $3,550-44.9% | $3,203-38.9% |
| Admin fee / account holder | $295 | $4,261-93.1% | $5,586-94.7% | $4,296-93.1% |