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 | $3,403 | $215,361-98.4% | $171,082-98.0% | $273,961-98.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 12.11% | 25.14%-13.0pp | 32.56%-20.4pp | 41.45%-29.3pp |
| Employer contribution / active EE | $808 | $4,967-83.7% | $4,002-79.8% | $4,869-83.4% |
| Participant deferral / active EE | $1,670 | $5,543-69.9% | $4,797-65.2% | $5,287-68.4% |
| Admin fee / account holder | $114 | $10,846-98.9% | $8,520-98.7% | $10,132-98.9% |