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 | $5,584 | $215,361-97.4% | $171,082-96.7% | $273,961-98.0% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | 13.00% | 25.14%-12.1pp | 32.56%-19.6pp | 41.45%-28.4pp |
| Employer contribution / active EE | $874 | $4,967-82.4% | $4,002-78.2% | $4,869-82.0% |
| Participant deferral / active EE | $1,040 | $5,543-81.2% | $4,797-78.3% | $5,287-80.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |