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 | $5,696 | $58,577-90.3% | $83,333-93.2% | $64,186-91.1% |
| Participation rate | 93.4% | 72.0%+21.4pp | 77.8%+15.7pp | 69.6%+23.9pp |
| Annual return | 1.93% | 9.65%-7.7pp | 10.63%-8.7pp | 7.63%-5.7pp |
| Employer contribution / active EE | $881 | $2,098-58.0% | $3,379-73.9% | $2,381-63.0% |
| Participant deferral / active EE | $2,925 | $4,654-37.1% | $5,565-47.4% | $3,470-15.7% |
| Admin fee / account holder | $31 | $9,275-99.7% | $7,510-99.6% | $4,888-99.4% |