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 | $3,686 | $93,071-96.0% | $74,583-95.1% | $273,961-98.7% |
| Participation rate | 90.9% | 74.9%+16.0pp | 68.1%+22.8pp | 83.0%+7.9pp |
| Annual return | 42.18% | 26.18%+16.0pp | 20.47%+21.7pp | 41.45%+0.7pp |
| Employer contribution / active EE | $1,628 | $3,160-48.5% | $2,525-35.5% | $4,869-66.6% |
| Participant deferral / active EE | $2,700 | $4,160-35.1% | $3,458-21.9% | $5,287-48.9% |
| Admin fee / account holder | $275 | $5,272-94.8% | $4,138-93.4% | $10,132-97.3% |