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 | $6,778 | $90,503-92.5% | $78,689-91.4% | $273,961-97.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 18.57% | 75.60%-57.0pp | 62.18%-43.6pp | 41.45%-22.9pp |
| Employer contribution / active EE | $880 | $3,176-72.3% | $2,851-69.1% | $4,869-81.9% |
| Participant deferral / active EE | $2,228 | $3,901-42.9% | $3,517-36.7% | $5,287-57.9% |
| Admin fee / account holder | $167 | $5,263-96.8% | $4,510-96.3% | $10,132-98.4% |