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 | $2,492 | $93,071-97.3% | $74,583-96.7% | $273,961-99.1% |
| Participation rate | 90.9% | 74.9%+16.0pp | 68.1%+22.8pp | 83.0%+7.9pp |
| Annual return | 25.76% | 26.18%-0.4pp | 20.47%+5.3pp | 41.45%-15.7pp |
| Employer contribution / active EE | $357 | $3,160-88.7% | $2,525-85.9% | $4,869-92.7% |
| Participant deferral / active EE | $1,625 | $4,160-60.9% | $3,458-53.0% | $5,287-69.3% |
| Admin fee / account holder | $162 | $5,272-96.9% | $4,138-96.1% | $10,132-98.4% |