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 | $7,263 | $88,707-91.8% | $74,183-90.2% | $273,961-97.3% |
| Participation rate | 94.4% | 79.4%+15.0pp | 76.6%+17.8pp | 83.0%+11.4pp |
| Annual return | 22.56% | 11.94%+10.6pp | 17.74%+4.8pp | 41.45%-18.9pp |
| Employer contribution / active EE | $1,801 | $3,159-43.0% | $2,370-24.0% | $4,869-63.0% |
| Participant deferral / active EE | $4,265 | $4,212+1.3% | $3,550+20.1% | $5,287-19.3% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |