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 | $22,389 | $62,586-64.2% | $76,768-70.8% | $64,186-65.1% |
| Participation rate | 96.8% | 72.8%+24.0pp | 77.0%+19.9pp | 69.6%+27.3pp |
| Annual return | 1.85% | -1.95%+3.8pp | 2.43%-0.6pp | 7.63%-5.8pp |
| Employer contribution / active EE | $1,429 | $1,832-22.0% | $2,485-42.5% | $2,381-40.0% |
| Participant deferral / active EE | $2,854 | $3,145-9.2% | $3,852-25.9% | $3,470-17.7% |
| Admin fee / account holder | $136 | $4,667-97.1% | $6,675-98.0% | $4,888-97.2% |