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 | $19,781 | $135,952-85.5% | $123,892-84.0% | $273,961-92.8% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 17.06% | 56.63%-39.6pp | 47.52%-30.5pp | 41.45%-24.4pp |
| Employer contribution / active EE | $1,352 | $5,170-73.8% | $4,617-70.7% | $4,869-72.2% |
| Participant deferral / active EE | $2,851 | $6,343-55.1% | $5,984-52.4% | $5,287-46.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |