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 | $8,901 | $99,341-91.0% | $84,750-89.5% | $273,961-96.8% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 4.60% | 22.93%-18.3pp | 22.78%-18.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,397 | $4,214-43.1% | $3,574-32.9% | $4,869-50.8% |
| Participant deferral / active EE | $3,290 | $4,269-22.9% | $3,712-11.4% | $5,287-37.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |