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 | $12,015 | $99,341-87.9% | $84,750-85.8% | $273,961-95.6% |
| Participation rate | 73.3% | 80.7%-7.4pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | 6.30% | 22.93%-16.6pp | 22.78%-16.5pp | 41.45%-35.1pp |
| Employer contribution / active EE | $695 | $4,214-83.5% | $3,574-80.6% | $4,869-85.7% |
| Participant deferral / active EE | $1,103 | $4,269-74.2% | $3,712-70.3% | $5,287-79.1% |
| Admin fee / account holder | $102 | $6,644-98.5% | $5,332-98.1% | $10,132-99.0% |