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 | $29,770 | $181,894-83.6% | $156,549-81.0% | $273,961-89.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 14.15% | 30.74%-16.6pp | 32.23%-18.1pp | 41.45%-27.3pp |
| Employer contribution / active EE | $2,430 | $6,248-61.1% | $5,501-55.8% | $4,869-50.1% |
| Participant deferral / active EE | $3,557 | $5,550-35.9% | $4,871-27.0% | $5,287-32.7% |
| Admin fee / account holder | $68 | $15,559-99.6% | $13,027-99.5% | $10,132-99.3% |