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 | $14,481 | $58,828-75.4% | $77,999-81.4% | $62,891-77.0% |
| Participation rate | 79.4% | 71.1%+8.4pp | 75.5%+3.9pp | 69.3%+10.1pp |
| Annual return | 9.55% | 17.16%-7.6pp | 425.96%-416.4pp | 20.14%-10.6pp |
| Employer contribution / active EE | $568 | $1,672-66.0% | $2,470-77.0% | $2,281-75.1% |
| Participant deferral / active EE | $1,207 | $2,686-55.0% | $3,497-65.5% | $3,203-62.3% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |