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 | $20,416 | $135,952-85.0% | $123,892-83.5% | $273,961-92.5% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 14.00% | 56.63%-42.6pp | 47.52%-33.5pp | 41.45%-27.4pp |
| Employer contribution / active EE | $3,051 | $5,170-41.0% | $4,617-33.9% | $4,869-37.3% |
| Participant deferral / active EE | $7,000 | $6,343+10.4% | $5,984+17.0% | $5,287+32.4% |
| Admin fee / account holder | $17 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |