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 | $20,731 | $67,606-69.3% | $82,313-74.8% | $70,131-70.4% |
| Participation rate | 75.8% | 72.8%+3.0pp | 76.9%-1.1pp | 69.5%+6.2pp |
| Annual return | 34.21% | 21.57%+12.6pp | 25.88%+8.3pp | 73.14%-38.9pp |
| Employer contribution / active EE | $1,482 | $1,755-15.5% | $2,428-39.0% | $2,342-36.7% |
| Participant deferral / active EE | $2,380 | $2,987-20.3% | $3,706-35.8% | $3,332-28.6% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |