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 | $19,495 | $138,065-85.9% | $123,544-84.2% | $135,375-85.6% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | 3.66% | 153.68%-150.0pp | 119.20%-115.5pp | 519.73%-516.1pp |
| Employer contribution / active EE | $4,051 | $5,151-21.4% | $4,628-12.5% | $4,779-15.2% |
| Participant deferral / active EE | $4,112 | $6,799-39.5% | $6,426-36.0% | $5,609-26.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |