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 | $12,752 | $69,977-81.8% | $108,579-88.3% | $62,891-79.7% |
| Participation rate | 96.4% | 72.9%+23.5pp | 79.6%+16.9pp | 69.3%+27.1pp |
| Annual return | 9.28% | 10.73%-1.4pp | -51.70%+61.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,540 | $2,135-27.9% | $3,758-59.0% | $2,281-32.5% |
| Participant deferral / active EE | $2,843 | $3,165-10.2% | $4,311-34.1% | $3,203-11.2% |
| Admin fee / account holder | $286 | $5,076-94.4% | $7,645-96.3% | $4,296-93.3% |