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 | $16,437 | $181,894-91.0% | $156,549-89.5% | $273,961-94.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 14.26% | 30.74%-16.5pp | 32.23%-18.0pp | 41.45%-27.2pp |
| Employer contribution / active EE | $1,700 | $6,248-72.8% | $5,501-69.1% | $4,869-65.1% |
| Participant deferral / active EE | $6,796 | $5,550+22.4% | $4,871+39.5% | $5,287+28.5% |
| Admin fee / account holder | $142 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |