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 | $14,527 | $113,339-87.2% | $94,993-84.7% | $147,584-90.2% |
| Participation rate | 70.0% | 78.0%-8.0pp | 73.9%-3.9pp | 82.8%-12.8pp |
| Annual return | 20.12% | 20.77%-0.6pp | 27.12%-7.0pp | 578.55%-558.4pp |
| Employer contribution / active EE | $534 | $3,160-83.1% | $2,603-79.5% | $4,876-89.0% |
| Participant deferral / active EE | $2,499 | $3,777-33.8% | $3,317-24.7% | $5,439-54.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |