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 | $30,761 | $153,772-80.0% | $133,980-77.0% | $273,961-88.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 9.64% | 36.51%-26.9pp | 29.30%-19.7pp | 41.45%-31.8pp |
| Employer contribution / active EE | $3,388 | $6,029-43.8% | $5,211-35.0% | $4,869-30.4% |
| Participant deferral / active EE | $10,004 | $6,958+43.8% | $6,282+59.2% | $5,287+89.2% |
| Admin fee / account holder | $212 | $11,765-98.2% | $9,324-97.7% | $10,132-97.9% |