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 | $8,460 | $105,630-92.0% | $87,507-90.3% | $273,961-96.9% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 7.20% | 12.25%-5.1pp | 12.21%-5.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $931 | $3,141-70.3% | $2,550-63.5% | $4,869-80.9% |
| Participant deferral / active EE | $1,092 | $3,601-69.7% | $3,149-65.3% | $5,287-79.3% |
| Admin fee / account holder | $107 | $4,781-97.8% | $4,221-97.5% | $10,132-98.9% |