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 | $11,631 | $52,681-77.9% | $75,781-84.7% | $59,632-80.5% |
| Participation rate | 87.9% | 67.2%+20.7pp | 75.8%+12.1pp | 68.7%+19.2pp |
| Annual return | 31.47% | 2.95%+28.5pp | 9.68%+21.8pp | 2041.28%-2009.8pp |
| Employer contribution / active EE | $4,434 | $2,193+102.1% | $3,323+33.4% | $2,203+101.3% |
| Participant deferral / active EE | $2,391 | $2,591-7.7% | $3,651-34.5% | $3,192-25.1% |
| Admin fee / account holder | $123 | $3,610-96.6% | $5,299-97.7% | $4,297-97.1% |