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 | $7,322 | $99,341-92.6% | $84,750-91.4% | $273,961-97.3% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 4.16% | 22.93%-18.8pp | 22.78%-18.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,359 | $4,214-67.8% | $3,574-62.0% | $4,869-72.1% |
| Participant deferral / active EE | $1,580 | $4,269-63.0% | $3,712-57.4% | $5,287-70.1% |
| Admin fee / account holder | $264 | $6,644-96.0% | $5,332-95.0% | $10,132-97.4% |