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 | $8,860 | $165,912-94.7% | $122,332-92.8% | $147,584-94.0% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 16.35% | 34.55%-18.2pp | 30.27%-13.9pp | 578.55%-562.2pp |
| Employer contribution / active EE | $874 | $5,754-84.8% | $4,050-78.4% | $4,876-82.1% |
| Participant deferral / active EE | $2,073 | $4,005-48.2% | $3,287-36.9% | $5,439-61.9% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |