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 | $8,119 | $96,557-91.6% | $80,975-90.0% | $273,961-97.0% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 43.02% | 15.14%+27.9pp | 17.10%+25.9pp | 41.45%+1.6pp |
| Employer contribution / active EE | $1,430 | $4,868-70.6% | $3,714-61.5% | $4,869-70.6% |
| Participant deferral / active EE | $5,641 | $6,598-14.5% | $5,696-1.0% | $5,287+6.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |