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 | $6,176 | $104,251-94.1% | $91,001-93.2% | $147,584-95.8% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 43.67% | 27.06%+16.6pp | 4.60%+39.1pp | 578.55%-534.9pp |
| Employer contribution / active EE | $1,614 | $3,116-48.2% | $2,456-34.3% | $4,876-66.9% |
| Participant deferral / active EE | $1,614 | $4,195-61.5% | $3,547-54.5% | $5,439-70.3% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |