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 | $5,011 | $56,897-91.2% | $84,750-94.1% | $62,891-92.0% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 26.75% | 6.30%+20.4pp | 22.78%+4.0pp | 20.14%+6.6pp |
| Employer contribution / active EE | $737 | $2,400-69.3% | $3,574-79.4% | $2,281-67.7% |
| Participant deferral / active EE | $2,757 | $2,709+1.8% | $3,712-25.7% | $3,203-13.9% |
| Admin fee / account holder | $66 | $3,581-98.1% | $5,332-98.8% | $4,296-98.5% |