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 | $15,311 | $104,251-85.3% | $91,001-83.2% | $147,584-89.6% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 32.75% | 27.06%+5.7pp | 4.60%+28.2pp | 578.55%-545.8pp |
| Employer contribution / active EE | $1,587 | $3,116-49.1% | $2,456-35.4% | $4,876-67.5% |
| Participant deferral / active EE | $8,384 | $4,195+99.9% | $3,547+136.3% | $5,439+54.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |