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 | $19,937 | $215,361-90.7% | $171,082-88.3% | $273,961-92.7% |
| Participation rate | 79.2% | 82.0%-2.9pp | 76.7%+2.5pp | 83.0%-3.8pp |
| Annual return | 6.21% | 25.14%-18.9pp | 32.56%-26.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,151 | $4,967-76.8% | $4,002-71.2% | $4,869-76.4% |
| Participant deferral / active EE | $4,181 | $5,543-24.6% | $4,797-12.9% | $5,287-20.9% |
| Admin fee / account holder | $96 | $10,846-99.1% | $8,520-98.9% | $10,132-99.1% |