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 | $21,293 | $215,361-90.1% | $171,082-87.6% | $273,961-92.2% |
| Participation rate | 91.7% | 82.0%+9.6pp | 76.7%+15.0pp | 83.0%+8.7pp |
| Annual return | 10.75% | 25.14%-14.4pp | 32.56%-21.8pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,483 | $4,967-70.2% | $4,002-63.0% | $4,869-69.6% |
| Participant deferral / active EE | $2,625 | $5,543-52.6% | $4,797-45.3% | $5,287-50.4% |
| Admin fee / account holder | $123 | $10,846-98.9% | $8,520-98.6% | $10,132-98.8% |