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 | $19,787 | $152,587-87.0% | $125,175-84.2% | $152,861-87.1% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 27.61% | 54.84%-27.2pp | 43.79%-16.2pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,241 | $4,946-74.9% | $3,865-67.9% | $4,762-73.9% |
| Participant deferral / active EE | $2,774 | $5,868-52.7% | $4,937-43.8% | $5,850-52.6% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |