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 | $12,140 | $181,894-93.3% | $156,549-92.2% | $273,961-95.6% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 10.36% | 30.74%-20.4pp | 32.23%-21.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,724 | $6,248-72.4% | $5,501-68.7% | $4,869-64.6% |
| Participant deferral / active EE | $1,929 | $5,550-65.2% | $4,871-60.4% | $5,287-63.5% |
| Admin fee / account holder | $152 | $15,559-99.0% | $13,027-98.8% | $10,132-98.5% |