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 | $14,016 | $99,341-85.9% | $84,750-83.5% | $273,961-94.9% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 8.03% | 22.93%-14.9pp | 22.78%-14.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,110 | $4,214-73.6% | $3,574-68.9% | $4,869-77.2% |
| Participant deferral / active EE | $7,542 | $4,269+76.6% | $3,712+103.2% | $5,287+42.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |