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 | $30,411 | $153,772-80.2% | $133,980-77.3% | $273,961-88.9% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 11.50% | 36.51%-25.0pp | 29.30%-17.8pp | 41.45%-30.0pp |
| Employer contribution / active EE | $3,363 | $6,029-44.2% | $5,211-35.5% | $4,869-30.9% |
| Participant deferral / active EE | $6,655 | $6,958-4.4% | $6,282+5.9% | $5,287+25.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |