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 | $14,074 | $135,952-89.6% | $123,892-88.6% | $273,961-94.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 7.38% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,015 | $5,170-80.4% | $4,617-78.0% | $4,869-79.2% |
| Participant deferral / active EE | $3,335 | $6,343-47.4% | $5,984-44.3% | $5,287-36.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |