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 8-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 | $19,433 | $135,952-85.7% | $123,892-84.3% | $273,961-92.9% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 8.65% | 56.63%-48.0pp | 47.52%-38.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,350 | $5,170-73.9% | $4,617-70.7% | $4,869-72.3% |
| Participant deferral / active EE | $5,050 | $6,343-20.4% | $5,984-15.6% | $5,287-4.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |