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 | $12,473 | $48,076-74.1% | $78,689-84.1% | $62,891-80.2% |
| Participation rate | 89.3% | 65.2%+24.1pp | 73.6%+15.7pp | 69.3%+20.0pp |
| Annual return | 12.24% | 31.35%-19.1pp | 62.18%-49.9pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,461 | $2,015-27.5% | $2,851-48.8% | $2,281-36.0% |
| Participant deferral / active EE | $3,655 | $2,588+41.2% | $3,517+3.9% | $3,203+14.1% |
| Admin fee / account holder | $299 | $3,207-90.7% | $4,510-93.4% | $4,296-93.0% |