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 | $16,372 | $157,256-89.6% | $141,162-88.4% | $152,861-89.3% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 27.84% | 64.32%-36.5pp | 71.39%-43.5pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,103 | $5,261-79.0% | $4,735-76.7% | $4,762-76.8% |
| Participant deferral / active EE | $4,683 | $7,109-34.1% | $6,709-30.2% | $5,850-19.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |