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 | $4,919 | $43,075-88.6% | $74,583-93.4% | $62,891-92.2% |
| Participation rate | 77.1% | 58.1%+19.1pp | 68.1%+9.0pp | 69.3%+7.8pp |
| Annual return | 17.89% | 17.50%+0.4pp | 20.47%-2.6pp | 20.14%-2.3pp |
| Employer contribution / active EE | $1,128 | $1,498-24.7% | $2,525-55.3% | $2,281-50.5% |
| Participant deferral / active EE | $1,594 | $2,389-33.3% | $3,458-53.9% | $3,203-50.2% |
| Admin fee / account holder | $72 | $2,840-97.5% | $4,138-98.3% | $4,296-98.3% |