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 | $9,530 | $64,348-85.2% | $90,160-89.4% | $70,131-86.4% |
| Participation rate | 73.9% | 70.4%+3.5pp | 76.9%-3.0pp | 69.5%+4.4pp |
| Annual return | 24.71% | 28.13%-3.4pp | 34.88%-10.2pp | 73.14%-48.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,135 | $4,389-28.6% | $5,288-40.7% | $3,332-5.9% |
| Admin fee / account holder | $165 | $3,944-95.8% | $5,943-97.2% | $4,645-96.4% |