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 | $8,714 | $104,251-91.6% | $91,001-90.4% | $147,584-94.1% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 15.40% | 27.06%-11.7pp | 4.60%+10.8pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,080 | $3,116-65.3% | $2,456-56.0% | $4,876-77.9% |
| Participant deferral / active EE | $1,967 | $4,195-53.1% | $3,547-44.5% | $5,439-63.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |