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 | $16,231 | $153,772-89.4% | $133,980-87.9% | $273,961-94.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 10.55% | 36.51%-26.0pp | 29.30%-18.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $2,723 | $6,029-54.8% | $5,211-47.7% | $4,869-44.1% |
| Participant deferral / active EE | $5,457 | $6,958-21.6% | $6,282-13.1% | $5,287+3.2% |
| Admin fee / account holder | $24 | $11,765-99.8% | $9,324-99.7% | $10,132-99.8% |