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 | $3,510 | $90,503-96.1% | $78,689-95.5% | $273,961-98.7% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 21.11% | 75.60%-54.5pp | 62.18%-41.1pp | 41.45%-20.3pp |
| Employer contribution / active EE | $1,078 | $3,176-66.1% | $2,851-62.2% | $4,869-77.9% |
| Participant deferral / active EE | $1,464 | $3,901-62.5% | $3,517-58.4% | $5,287-72.3% |
| Admin fee / account holder | $215 | $5,263-95.9% | $4,510-95.2% | $10,132-97.9% |