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 | $7,052 | $99,341-92.9% | $84,750-91.7% | $273,961-97.4% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 10.04% | 22.93%-12.9pp | 22.78%-12.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,191 | $4,214-71.7% | $3,574-66.7% | $4,869-75.5% |
| Participant deferral / active EE | $2,678 | $4,269-37.3% | $3,712-27.8% | $5,287-49.3% |
| Admin fee / account holder | $169 | $6,644-97.5% | $5,332-96.8% | $10,132-98.3% |