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 | $23,227 | $185,822-87.5% | $169,993-86.3% | $139,434-83.3% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 11.89% | 60.50%-48.6pp | 53.37%-41.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $6,853 | $7,590-9.7% | $6,785+1.0% | $4,751+44.3% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $15 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |