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 | $28,609 | $153,772-81.4% | $133,980-78.6% | $273,961-89.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 24.33% | 36.51%-12.2pp | 29.30%-5.0pp | 41.45%-17.1pp |
| Employer contribution / active EE | $2,864 | $6,029-52.5% | $5,211-45.0% | $4,869-41.2% |
| Participant deferral / active EE | $13,770 | $6,958+97.9% | $6,282+119.2% | $5,287+160.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |