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 | $13,477 | $96,557-86.0% | $80,975-83.4% | $273,961-95.1% |
| Participation rate | 70.0% | 79.1%-9.1pp | 75.8%-5.8pp | 83.0%-13.0pp |
| Annual return | 16.47% | 15.14%+1.3pp | 17.10%-0.6pp | 41.45%-25.0pp |
| Employer contribution / active EE | $2,344 | $4,868-51.8% | $3,714-36.9% | $4,869-51.8% |
| Participant deferral / active EE | $3,976 | $6,598-39.7% | $5,696-30.2% | $5,287-24.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |