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 | $17,758 | $135,952-86.9% | $123,892-85.7% | $273,961-93.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 15.52% | 56.63%-41.1pp | 47.52%-32.0pp | 41.45%-25.9pp |
| Employer contribution / active EE | $4,011 | $5,170-22.4% | $4,617-13.1% | $4,869-17.6% |
| Participant deferral / active EE | $5,004 | $6,343-21.1% | $5,984-16.4% | $5,287-5.4% |
| Admin fee / account holder | $254 | $9,817-97.4% | $8,357-97.0% | $10,132-97.5% |