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 | $16,542 | $135,952-87.8% | $123,892-86.6% | $273,961-94.0% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 12.33% | 56.63%-44.3pp | 47.52%-35.2pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,773 | $5,170-65.7% | $4,617-61.6% | $4,869-63.6% |
| Participant deferral / active EE | $5,055 | $6,343-20.3% | $5,984-15.5% | $5,287-4.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |