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 | $23,304 | $153,772-84.8% | $133,980-82.6% | $273,961-91.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.53% | 36.51%-26.0pp | 29.30%-18.8pp | 41.45%-30.9pp |
| Employer contribution / active EE | $3,743 | $6,029-37.9% | $5,211-28.2% | $4,869-23.1% |
| Participant deferral / active EE | $4,087 | $6,958-41.3% | $6,282-34.9% | $5,287-22.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |