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 | $16,374 | $113,339-85.6% | $94,993-82.8% | $147,584-88.9% |
| Participation rate | 70.0% | 78.0%-8.0pp | 73.9%-3.9pp | 82.8%-12.8pp |
| Annual return | 37.56% | 20.77%+16.8pp | 27.12%+10.4pp | 578.55%-541.0pp |
| Employer contribution / active EE | $2,831 | $3,160-10.4% | $2,603+8.7% | $4,876-42.0% |
| Participant deferral / active EE | $4,613 | $3,777+22.1% | $3,317+39.1% | $5,439-15.2% |
| Admin fee / account holder | $149 | $6,063-97.5% | $4,960-97.0% | $10,885-98.6% |