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 | $21,167 | $132,239-84.0% | $105,722-80.0% | $273,961-92.3% |
| Participation rate | 77.8% | 83.2%-5.4pp | 78.9%-1.1pp | 83.0%-5.2pp |
| Annual return | 4.85% | 10.07%-5.2pp | 12.25%-7.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,908 | $4,867-60.8% | $4,079-53.2% | $4,869-60.8% |
| Participant deferral / active EE | $3,179 | $6,233-49.0% | $5,326-40.3% | $5,287-39.9% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |