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 | $22,248 | $135,952-83.6% | $123,892-82.0% | $273,961-91.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 11.41% | 56.63%-45.2pp | 47.52%-36.1pp | 41.45%-30.0pp |
| Employer contribution / active EE | $2,134 | $5,170-58.7% | $4,617-53.8% | $4,869-56.2% |
| Participant deferral / active EE | $7,528 | $6,343+18.7% | $5,984+25.8% | $5,287+42.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |