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 | $12,777 | $135,952-90.6% | $123,892-89.7% | $273,961-95.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 14.41% | 56.63%-42.2pp | 47.52%-33.1pp | 41.45%-27.0pp |
| Employer contribution / active EE | $840 | $5,170-83.7% | $4,617-81.8% | $4,869-82.7% |
| Participant deferral / active EE | $3,989 | $6,343-37.1% | $5,984-33.3% | $5,287-24.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |