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 8-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 | $26,173 | $181,894-85.6% | $156,549-83.3% | $273,961-90.4% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 6.99% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $7,062 | $6,248+13.0% | $5,501+28.4% | $4,869+45.0% |
| Participant deferral / active EE | $4,667 | $5,550-15.9% | $4,871-4.2% | $5,287-11.7% |
| Admin fee / account holder | $193 | $15,559-98.8% | $13,027-98.5% | $10,132-98.1% |