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 | $15,285 | $135,952-88.8% | $123,892-87.7% | $273,961-94.4% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 34.11% | 56.63%-22.5pp | 47.52%-13.4pp | 41.45%-7.3pp |
| Employer contribution / active EE | $2,111 | $5,170-59.2% | $4,617-54.3% | $4,869-56.6% |
| Participant deferral / active EE | $4,408 | $6,343-30.5% | $5,984-26.3% | $5,287-16.6% |
| Admin fee / account holder | $158 | $9,817-98.4% | $8,357-98.1% | $10,132-98.4% |