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 | $9,557 | $93,071-89.7% | $74,583-87.2% | $273,961-96.5% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 8.04% | 26.18%-18.1pp | 20.47%-12.4pp | 41.45%-33.4pp |
| Employer contribution / active EE | $790 | $3,160-75.0% | $2,525-68.7% | $4,869-83.8% |
| Participant deferral / active EE | $1,289 | $4,160-69.0% | $3,458-62.7% | $5,287-75.6% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |