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 | $18,228 | $136,307-86.6% | $106,619-82.9% | $273,961-93.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 78.0%+12.0pp | 83.0%+7.0pp |
| Annual return | 10.05% | 11.05%-1.0pp | 9.42%+0.6pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,473 | $5,190-71.6% | $3,947-62.7% | $4,869-69.7% |
| Participant deferral / active EE | $2,612 | $4,969-47.4% | $3,930-33.5% | $5,287-50.6% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |