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 | $2,197 | $90,503-97.6% | $78,689-97.2% | $273,961-99.2% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 14.65% | 75.60%-61.0pp | 62.18%-47.5pp | 41.45%-26.8pp |
| Employer contribution / active EE | $651 | $3,176-79.5% | $2,851-77.1% | $4,869-86.6% |
| Participant deferral / active EE | $1,011 | $3,901-74.1% | $3,517-71.2% | $5,287-80.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |