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 | $5,516 | $90,503-93.9% | $78,689-93.0% | $273,961-98.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 9.33% | 75.60%-66.3pp | 62.18%-52.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,550 | $3,176-19.7% | $2,851-10.5% | $4,869-47.6% |
| Participant deferral / active EE | $1,888 | $3,901-51.6% | $3,517-46.3% | $5,287-64.3% |
| Admin fee / account holder | $225 | $5,263-95.7% | $4,510-95.0% | $10,132-97.8% |