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 8-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 | $7,313 | $90,503-91.9% | $78,689-90.7% | $273,961-97.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 10.13% | 75.60%-65.5pp | 62.18%-52.0pp | 41.45%-31.3pp |
| Employer contribution / active EE | $541 | $3,176-83.0% | $2,851-81.0% | $4,869-88.9% |
| Participant deferral / active EE | $812 | $3,901-79.2% | $3,517-76.9% | $5,287-84.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |