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 | $18,648 | $140,588-86.7% | $123,104-84.9% | $125,391-85.1% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -1.98% | 16.80%-18.8pp | 13.22%-15.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $3,209 | $6,041-46.9% | $5,151-37.7% | $4,866-34.0% |
| Participant deferral / active EE | $2,970 | $6,980-57.5% | $6,230-52.3% | $5,352-44.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |