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 | $9,958 | $113,339-91.2% | $94,993-89.5% | $147,584-93.3% |
| Participation rate | 81.8% | 78.0%+3.8pp | 73.9%+7.9pp | 82.8%-1.0pp |
| Annual return | 23.80% | 20.77%+3.0pp | 27.12%-3.3pp | 578.55%-554.7pp |
| Employer contribution / active EE | $1,808 | $3,160-42.8% | $2,603-30.6% | $4,876-62.9% |
| Participant deferral / active EE | $2,249 | $3,777-40.5% | $3,317-32.2% | $5,439-58.7% |
| Admin fee / account holder | $163 | $6,063-97.3% | $4,960-96.7% | $10,885-98.5% |