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 | $21,696 | $135,952-84.0% | $123,892-82.5% | $273,961-92.1% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 7.32% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $4,133 | $5,170-20.1% | $4,617-10.5% | $4,869-15.1% |
| Participant deferral / active EE | $3,308 | $6,343-47.8% | $5,984-44.7% | $5,287-37.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |