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 | $21,360 | $153,772-86.1% | $133,980-84.1% | $273,961-92.2% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.1%+1.2pp | 83.0%+5.2pp |
| Annual return | 33.78% | 36.51%-2.7pp | 29.30%+4.5pp | 41.45%-7.7pp |
| Employer contribution / active EE | $4,179 | $6,029-30.7% | $5,211-19.8% | $4,869-14.2% |
| Participant deferral / active EE | $11,377 | $6,958+63.5% | $6,282+81.1% | $5,287+115.2% |
| Admin fee / account holder | $1 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |