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 | $15,889 | $152,460-89.6% | $118,746-86.6% | $147,584-89.2% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.3%-0.5pp | 82.8%-5.1pp |
| Annual return | 53.37% | 17.41%+36.0pp | 24.54%+28.8pp | 578.55%-525.2pp |
| Employer contribution / active EE | $1,951 | $5,046-61.3% | $4,193-53.5% | $4,876-60.0% |
| Participant deferral / active EE | $2,598 | $6,212-58.2% | $5,332-51.3% | $5,439-52.2% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |