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 | $3,987 | $90,503-95.6% | $78,689-94.9% | $273,961-98.5% |
| Participation rate | 82.4% | 76.5%+5.8pp | 73.6%+8.8pp | 83.0%-0.7pp |
| Annual return | 24.28% | 75.60%-51.3pp | 62.18%-37.9pp | 41.45%-17.2pp |
| Employer contribution / active EE | $1,254 | $3,176-60.5% | $2,851-56.0% | $4,869-74.2% |
| Participant deferral / active EE | $1,455 | $3,901-62.7% | $3,517-58.6% | $5,287-72.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |