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 | $10,252 | $56,897-82.0% | $84,750-87.9% | $62,891-83.7% |
| Participation rate | 97.3% | 68.5%+28.8pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | 6.27% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,514 | $2,400+46.4% | $3,574-1.7% | $2,281+54.0% |
| Participant deferral / active EE | $1,422 | $2,709-47.5% | $3,712-61.7% | $3,203-55.6% |
| Admin fee / account holder | $73 | $3,581-97.9% | $5,332-98.6% | $4,296-98.3% |