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 | $19,215 | $181,894-89.4% | $156,549-87.7% | $273,961-93.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 18.97% | 30.74%-11.8pp | 32.23%-13.3pp | 41.45%-22.5pp |
| Employer contribution / active EE | $1,956 | $6,248-68.7% | $5,501-64.4% | $4,869-59.8% |
| Participant deferral / active EE | $6,198 | $5,550+11.7% | $4,871+27.2% | $5,287+17.2% |
| Admin fee / account holder | $232 | $15,559-98.5% | $13,027-98.2% | $10,132-97.7% |