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 | $19,603 | $215,361-90.9% | $171,082-88.5% | $273,961-92.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.46% | 25.14%-16.7pp | 32.56%-24.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,970 | $4,967-60.3% | $4,002-50.8% | $4,869-59.5% |
| Participant deferral / active EE | $4,313 | $5,543-22.2% | $4,797-10.1% | $5,287-18.4% |
| Admin fee / account holder | $288 | $10,846-97.3% | $8,520-96.6% | $10,132-97.2% |