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 | $15,657 | $113,339-86.2% | $94,993-83.5% | $147,584-89.4% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 36.80% | 20.77%+16.0pp | 27.12%+9.7pp | 578.55%-541.8pp |
| Employer contribution / active EE | $2,812 | $3,160-11.0% | $2,603+8.0% | $4,876-42.3% |
| Participant deferral / active EE | $5,903 | $3,777+56.3% | $3,317+78.0% | $5,439+8.5% |
| Admin fee / account holder | $87 | $6,063-98.6% | $4,960-98.3% | $10,885-99.2% |