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 | $11,018 | $181,894-93.9% | $156,549-93.0% | $273,961-96.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 48.23% | 30.74%+17.5pp | 32.23%+16.0pp | 41.45%+6.8pp |
| Employer contribution / active EE | $2,834 | $6,248-54.6% | $5,501-48.5% | $4,869-41.8% |
| Participant deferral / active EE | $4,506 | $5,550-18.8% | $4,871-7.5% | $5,287-14.8% |
| Admin fee / account holder | $83 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |