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 | $17,876 | $135,952-86.9% | $123,892-85.6% | $273,961-93.5% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 9.57% | 56.63%-47.1pp | 47.52%-38.0pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,104 | $5,170-78.6% | $4,617-76.1% | $4,869-77.3% |
| Participant deferral / active EE | $4,728 | $6,343-25.5% | $5,984-21.0% | $5,287-10.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |