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 | $10,629 | $52,681-79.8% | $75,781-86.0% | $59,632-82.2% |
| Participation rate | 74.1% | 67.2%+6.8pp | 75.8%-1.7pp | 68.7%+5.4pp |
| Annual return | -2.00% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,094 | $2,591-57.8% | $3,651-70.0% | $3,192-65.7% |
| Admin fee / account holder | $137 | $3,610-96.2% | $5,299-97.4% | $4,297-96.8% |