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 | $14,383 | $58,851-75.6% | $115,157-87.5% | $72,985-80.3% |
| Participation rate | 94.7% | 65.5%+29.2pp | 75.9%+18.8pp | 69.5%+25.3pp |
| Annual return | 19.66% | 23.16%-3.5pp | 35.60%-15.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,772 | $1,798+54.2% | $3,179-12.8% | $2,440+13.6% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,168-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,088-100.0% | $5,124-100.0% |