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 | $6,131 | $58,828-89.6% | $77,999-92.1% | $62,891-90.3% |
| Participation rate | 75.9% | 71.1%+4.8pp | 75.5%+0.3pp | 69.3%+6.6pp |
| Annual return | 8.91% | 17.16%-8.2pp | 425.96%-417.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,153 | $1,672-31.1% | $2,470-53.3% | $2,281-49.5% |
| Participant deferral / active EE | $2,609 | $2,686-2.9% | $3,497-25.4% | $3,203-18.5% |
| Admin fee / account holder | $293 | $4,393-93.3% | $5,480-94.7% | $4,296-93.2% |