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 | $7,680 | $98,240-92.2% | $82,313-90.7% | $147,584-94.8% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 21.61% | 30.85%-9.2pp | 25.88%-4.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,441 | $3,192-54.9% | $2,428-40.7% | $4,876-70.5% |
| Participant deferral / active EE | $2,796 | $4,383-36.2% | $3,706-24.6% | $5,439-48.6% |
| Admin fee / account holder | $167 | $8,563-98.0% | $5,608-97.0% | $10,885-98.5% |