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 | $6,029 | $90,503-93.3% | $78,689-92.3% | $273,961-97.8% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 14.04% | 75.60%-61.6pp | 62.18%-48.1pp | 41.45%-27.4pp |
| Employer contribution / active EE | $916 | $3,176-71.2% | $2,851-67.9% | $4,869-81.2% |
| Participant deferral / active EE | $1,496 | $3,901-61.7% | $3,517-57.5% | $5,287-71.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |