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 | $14,819 | $181,894-91.9% | $156,549-90.5% | $273,961-94.6% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 10.72% | 30.74%-20.0pp | 32.23%-21.5pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,825 | $6,248-70.8% | $5,501-66.8% | $4,869-62.5% |
| Participant deferral / active EE | $5,734 | $5,550+3.3% | $4,871+17.7% | $5,287+8.5% |
| Admin fee / account holder | $245 | $15,559-98.4% | $13,027-98.1% | $10,132-97.6% |