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 | $10,343 | $54,762-81.1% | $90,281-88.5% | $72,985-85.8% |
| Participation rate | 72.9% | 65.1%+7.8pp | 73.3%-0.4pp | 69.5%+3.4pp |
| Annual return | 23.91% | 30.63%-6.7pp | 78.10%-54.2pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,109 | $2,092-47.0% | $2,854-61.2% | $2,440-54.6% |
| Participant deferral / active EE | $855 | $2,887-70.4% | $3,885-78.0% | $3,607-76.3% |
| Admin fee / account holder | $31 | $3,972-99.2% | $5,351-99.4% | $5,124-99.4% |