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 | $17,874 | $104,251-82.9% | $91,001-80.4% | $147,584-87.9% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 30.88% | 27.06%+3.8pp | 4.60%+26.3pp | 578.55%-547.7pp |
| Employer contribution / active EE | $479 | $3,116-84.6% | $2,456-80.5% | $4,876-90.2% |
| Participant deferral / active EE | $3,576 | $4,195-14.8% | $3,547+0.8% | $5,439-34.2% |
| Admin fee / account holder | $22 | $8,948-99.8% | $5,417-99.6% | $10,885-99.8% |