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 | $10,052 | $101,069-90.1% | $81,478-87.7% | $147,584-93.2% |
| Participation rate | 71.4% | 74.5%-3.0pp | 68.0%+3.5pp | 82.8%-11.4pp |
| Annual return | 17.16% | 32.40%-15.2pp | 38.78%-21.6pp | 578.55%-561.4pp |
| Employer contribution / active EE | $538 | $3,205-83.2% | $2,568-79.1% | $4,876-89.0% |
| Participant deferral / active EE | $600 | $4,242-85.9% | $3,537-83.0% | $5,439-89.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |