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 | $18,167 | $135,952-86.6% | $123,892-85.3% | $273,961-93.4% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 12.89% | 56.63%-43.7pp | 47.52%-34.6pp | 41.45%-28.6pp |
| Employer contribution / active EE | $2,338 | $5,170-54.8% | $4,617-49.4% | $4,869-52.0% |
| Participant deferral / active EE | $6,899 | $6,343+8.8% | $5,984+15.3% | $5,287+30.5% |
| Admin fee / account holder | $73 | $9,817-99.3% | $8,357-99.1% | $10,132-99.3% |