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 | $10,418 | $88,707-88.3% | $74,183-86.0% | $273,961-96.2% |
| Participation rate | 73.7% | 79.4%-5.8pp | 76.6%-2.9pp | 83.0%-9.3pp |
| Annual return | 13.45% | 11.94%+1.5pp | 17.74%-4.3pp | 41.45%-28.0pp |
| Employer contribution / active EE | $1,327 | $3,159-58.0% | $2,370-44.0% | $4,869-72.7% |
| Participant deferral / active EE | $3,114 | $4,212-26.1% | $3,550-12.3% | $5,287-41.1% |
| Admin fee / account holder | $27 | $8,717-99.7% | $5,586-99.5% | $10,132-99.7% |