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 | $13,072 | $77,813-83.2% | $123,544-89.4% | $64,186-79.6% |
| Participation rate | 71.1% | 74.7%-3.7pp | 82.3%-11.2pp | 69.6%+1.5pp |
| Annual return | 11.87% | 12.48%-0.6pp | 119.20%-107.3pp | 7.63%+4.2pp |
| Employer contribution / active EE | $1,409 | $3,014-53.2% | $4,628-69.6% | $2,381-40.8% |
| Participant deferral / active EE | $2,238 | $5,240-57.3% | $6,426-65.2% | $3,470-35.5% |
| Admin fee / account holder | $73 | $5,519-98.7% | $9,284-99.2% | $4,888-98.5% |