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 | $16,110 | $135,952-88.2% | $123,892-87.0% | $273,961-94.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 5.65% | 56.63%-51.0pp | 47.52%-41.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,670 | $5,170-48.3% | $4,617-42.2% | $4,869-45.2% |
| Participant deferral / active EE | $2,670 | $6,343-57.9% | $5,984-55.4% | $5,287-49.5% |
| Admin fee / account holder | $192 | $9,817-98.0% | $8,357-97.7% | $10,132-98.1% |