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 | $21,411 | $136,307-84.3% | $106,619-79.9% | $273,961-92.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 78.0%+2.0pp | 83.0%-3.0pp |
| Annual return | 8.66% | 11.05%-2.4pp | 9.42%-0.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $3,158 | $5,190-39.1% | $3,947-20.0% | $4,869-35.1% |
| Participant deferral / active EE | $5,551 | $4,969+11.7% | $3,930+41.2% | $5,287+5.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |