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 | $15,193 | $165,912-90.8% | $122,332-87.6% | $147,584-89.7% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 31.39% | 34.55%-3.2pp | 30.27%+1.1pp | 578.55%-547.2pp |
| Employer contribution / active EE | $2,245 | $5,754-61.0% | $4,050-44.6% | $4,876-54.0% |
| Participant deferral / active EE | $7,220 | $4,005+80.3% | $3,287+119.7% | $5,439+32.7% |
| Admin fee / account holder | $20 | $7,424-99.7% | $5,478-99.6% | $10,885-99.8% |