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 3-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 | $10,555 | $94,625-88.8% | $116,228-90.9% | $84,808-87.6% |
| Participation rate | 83.3% | 70.4%+12.9pp | 74.6%+8.8pp | 68.3%+15.0pp |
| Annual return | 23.82% | 20.40%+3.4pp | 90.06%-66.2pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,527 | $2,347-34.9% | $2,994-49.0% | $2,631-42.0% |
| Participant deferral / active EE | $2,589 | $3,972-34.8% | $4,953-47.7% | $4,212-38.5% |
| Admin fee / account holder | $124 | $10,091-98.8% | $11,989-99.0% | $7,344-98.3% |