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 | $15,726 | $135,952-88.4% | $123,892-87.3% | $273,961-94.3% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 27.37% | 56.63%-29.3pp | 47.52%-20.1pp | 41.45%-14.1pp |
| Employer contribution / active EE | $2,985 | $5,170-42.3% | $4,617-35.3% | $4,869-38.7% |
| Participant deferral / active EE | $3,579 | $6,343-43.6% | $5,984-40.2% | $5,287-32.3% |
| Admin fee / account holder | $92 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |