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 | $22,212 | $135,952-83.7% | $123,892-82.1% | $273,961-91.9% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 9.88% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,344 | $5,170-74.0% | $4,617-70.9% | $4,869-72.4% |
| Participant deferral / active EE | $3,867 | $6,343-39.0% | $5,984-35.4% | $5,287-26.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |