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 | $12,979 | $88,583-85.3% | $88,497-85.3% | $273,961-95.3% |
| Participation rate | 71.4% | 83.5%-12.0pp | 82.4%-11.0pp | 83.0%-11.6pp |
| Annual return | 9.21% | 5.68%+3.5pp | 7.63%+1.6pp | 41.45%-32.2pp |
| Employer contribution / active EE | $0 | $4,502-100.0% | $4,036-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,511 | $4,891-28.2% | $4,899-28.3% | $5,287-33.6% |
| Admin fee / account holder | $95 | $8,980-98.9% | $6,220-98.5% | $10,132-99.1% |