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 | $29,222 | $181,894-83.9% | $156,549-81.3% | $273,961-89.3% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 15.77% | 30.74%-15.0pp | 32.23%-16.5pp | 41.45%-25.7pp |
| Employer contribution / active EE | $1,949 | $6,248-68.8% | $5,501-64.6% | $4,869-60.0% |
| Participant deferral / active EE | $6,300 | $5,550+13.5% | $4,871+29.3% | $5,287+19.2% |
| Admin fee / account holder | $160 | $15,559-99.0% | $13,027-98.8% | $10,132-98.4% |