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 | $15,549 | $99,341-84.3% | $84,750-81.7% | $273,961-94.3% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 11.72% | 22.93%-11.2pp | 22.78%-11.1pp | 41.45%-29.7pp |
| Employer contribution / active EE | $1,563 | $4,214-62.9% | $3,574-56.3% | $4,869-67.9% |
| Participant deferral / active EE | $6,743 | $4,269+57.9% | $3,712+81.7% | $5,287+27.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |