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 | $8,482 | $135,952-93.8% | $123,892-93.2% | $273,961-96.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 16.63% | 56.63%-40.0pp | 47.52%-30.9pp | 41.45%-24.8pp |
| Employer contribution / active EE | $2,975 | $5,170-42.4% | $4,617-35.6% | $4,869-38.9% |
| Participant deferral / active EE | $3,093 | $6,343-51.2% | $5,984-48.3% | $5,287-41.5% |
| Admin fee / account holder | $200 | $9,817-98.0% | $8,357-97.6% | $10,132-98.0% |