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 4-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 | $9,856 | $215,361-95.4% | $171,082-94.2% | $273,961-96.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 11.48% | 25.14%-13.7pp | 32.56%-21.1pp | 41.45%-30.0pp |
| Employer contribution / active EE | $2,571 | $4,967-48.2% | $4,002-35.8% | $4,869-47.2% |
| Participant deferral / active EE | $4,192 | $5,543-24.4% | $4,797-12.6% | $5,287-20.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |