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 | $20,902 | $153,772-86.4% | $133,980-84.4% | $273,961-92.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 29.67% | 36.51%-6.8pp | 29.30%+0.4pp | 41.45%-11.8pp |
| Employer contribution / active EE | $1,690 | $6,029-72.0% | $5,211-67.6% | $4,869-65.3% |
| Participant deferral / active EE | $7,629 | $6,958+9.6% | $6,282+21.4% | $5,287+44.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |