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 | $20,075 | $135,952-85.2% | $123,892-83.8% | $273,961-92.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 6.13% | 56.63%-50.5pp | 47.52%-41.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,192 | $5,170-76.9% | $4,617-74.2% | $4,869-75.5% |
| Participant deferral / active EE | $6,690 | $6,343+5.5% | $5,984+11.8% | $5,287+26.5% |
| Admin fee / account holder | $56 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |