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 | $11,443 | $93,071-87.7% | $74,583-84.7% | $273,961-95.8% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 26.97% | 26.18%+0.8pp | 20.47%+6.5pp | 41.45%-14.5pp |
| Employer contribution / active EE | $3,275 | $3,160+3.7% | $2,525+29.7% | $4,869-32.7% |
| Participant deferral / active EE | $4,965 | $4,160+19.4% | $3,458+43.6% | $5,287-6.1% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |