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 | $12,546 | $153,311-91.8% | $109,313-88.5% | $273,961-95.4% |
| Participation rate | 81.8% | 80.1%+1.7pp | 71.3%+10.6pp | 83.0%-1.2pp |
| Annual return | 14.10% | 29.86%-15.8pp | 22.07%-8.0pp | 41.45%-27.4pp |
| Employer contribution / active EE | $1,549 | $5,619-72.4% | $3,892-60.2% | $4,869-68.2% |
| Participant deferral / active EE | $3,210 | $3,932-18.4% | $3,166+1.4% | $5,287-39.3% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |