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 | $10,139 | $136,307-92.6% | $106,619-90.5% | $273,961-96.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 78.0%-3.0pp | 83.0%-8.0pp |
| Annual return | 2.60% | 11.05%-8.5pp | 9.42%-6.8pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,676 | $5,190-67.7% | $3,947-57.5% | $4,869-65.6% |
| Participant deferral / active EE | $1,700 | $4,969-65.8% | $3,930-56.7% | $5,287-67.8% |
| Admin fee / account holder | $72 | $8,625-99.2% | $6,418-98.9% | $10,132-99.3% |