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 | $10,079 | $90,503-88.9% | $78,689-87.2% | $273,961-96.3% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 6.07% | 75.60%-69.5pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,372 | $3,176+6.2% | $2,851+18.3% | $4,869-30.7% |
| Participant deferral / active EE | $657 | $3,901-83.2% | $3,517-81.3% | $5,287-87.6% |
| Admin fee / account holder | -$39 | $5,263-100.7% | $4,510-100.9% | $10,132-100.4% |