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 | $7,691 | $99,341-92.3% | $84,750-90.9% | $273,961-97.2% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 10.56% | 22.93%-12.4pp | 22.78%-12.2pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,392 | $4,214-67.0% | $3,574-61.1% | $4,869-71.4% |
| Participant deferral / active EE | $2,541 | $4,269-40.5% | $3,712-31.5% | $5,287-51.9% |
| Admin fee / account holder | $282 | $6,644-95.8% | $5,332-94.7% | $10,132-97.2% |