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 | $15,866 | $181,894-91.3% | $156,549-89.9% | $273,961-94.2% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 15.31% | 30.74%-15.4pp | 32.23%-16.9pp | 41.45%-26.1pp |
| Employer contribution / active EE | $2,994 | $6,248-52.1% | $5,501-45.6% | $4,869-38.5% |
| Participant deferral / active EE | $4,687 | $5,550-15.6% | $4,871-3.8% | $5,287-11.4% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |