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 | $19,237 | $181,894-89.4% | $156,549-87.7% | $273,961-93.0% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | 11.53% | 30.74%-19.2pp | 32.23%-20.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $2,599 | $6,248-58.4% | $5,501-52.8% | $4,869-46.6% |
| Participant deferral / active EE | $5,749 | $5,550+3.6% | $4,871+18.0% | $5,287+8.7% |
| Admin fee / account holder | $138 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |