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 | $7,747 | $52,580-85.3% | $71,671-89.2% | $70,131-89.0% |
| Participation rate | 90.0% | 60.9%+29.1pp | 68.7%+21.3pp | 69.5%+20.5pp |
| Annual return | 19.98% | 20.25%-0.3pp | 20.65%-0.7pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,924 | $1,616+19.1% | $2,460-21.8% | $2,342-17.9% |
| Participant deferral / active EE | $1,180 | $2,386-50.5% | $3,438-65.7% | $3,332-64.6% |
| Admin fee / account holder | $283 | $3,653-92.3% | $5,558-94.9% | $4,645-93.9% |