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 | $2,436 | $96,956-97.5% | $70,014-96.5% | $273,961-99.1% |
| Participation rate | 80.0% | 77.1%+2.9pp | 71.8%+8.2pp | 83.0%-3.0pp |
| Annual return | 12.70% | 12.93%-0.2pp | 12.99%-0.3pp | 41.45%-28.7pp |
| Employer contribution / active EE | $797 | $3,316-76.0% | $2,338-65.9% | $4,869-83.6% |
| Participant deferral / active EE | $1,253 | $3,744-66.5% | $2,931-57.3% | $5,287-76.3% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |