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 | $30,912 | $152,460-79.7% | $118,746-74.0% | $147,584-79.1% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.3%+8.4pp | 82.8%+3.8pp |
| Annual return | 16.50% | 17.41%-0.9pp | 24.54%-8.0pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,987 | $5,046-40.8% | $4,193-28.8% | $4,876-38.7% |
| Participant deferral / active EE | $4,100 | $6,212-34.0% | $5,332-23.1% | $5,439-24.6% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |