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 | $18,638 | $136,307-86.3% | $106,619-82.5% | $273,961-93.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 78.0%+12.9pp | 83.0%+7.9pp |
| Annual return | 2.73% | 11.05%-8.3pp | 9.42%-6.7pp | 41.45%-38.7pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $114 | $8,625-98.7% | $6,418-98.2% | $10,132-98.9% |