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 | $12,330 | $93,071-86.8% | $74,583-83.5% | $273,961-95.5% |
| Participation rate | 73.3% | 74.9%-1.6pp | 68.1%+5.2pp | 83.0%-9.7pp |
| Annual return | 21.77% | 26.18%-4.4pp | 20.47%+1.3pp | 41.45%-19.7pp |
| Employer contribution / active EE | $832 | $3,160-73.7% | $2,525-67.1% | $4,869-82.9% |
| Participant deferral / active EE | $1,956 | $4,160-53.0% | $3,458-43.4% | $5,287-63.0% |
| Admin fee / account holder | $174 | $5,272-96.7% | $4,138-95.8% | $10,132-98.3% |