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 | $13,183 | $105,859-87.5% | $90,160-85.4% | $147,584-91.1% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%0pp | 82.8%-5.9pp |
| Annual return | 24.76% | 37.63%-12.9pp | 34.88%-10.1pp | 578.55%-553.8pp |
| Employer contribution / active EE | $2,217 | $4,126-46.3% | $3,318-33.2% | $4,876-54.5% |
| Participant deferral / active EE | $5,230 | $5,733-8.8% | $5,288-1.1% | $5,439-3.8% |
| Admin fee / account holder | $28 | $8,046-99.7% | $5,943-99.5% | $10,885-99.7% |