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 | $20,727 | $67,606-69.3% | $82,313-74.8% | $70,131-70.4% |
| Participation rate | 88.2% | 72.8%+15.5pp | 76.9%+11.3pp | 69.5%+18.7pp |
| Annual return | 20.79% | 21.57%-0.8pp | 25.88%-5.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,113 | $1,755-36.6% | $2,428-54.2% | $2,342-52.5% |
| Participant deferral / active EE | $4,028 | $2,987+34.9% | $3,706+8.7% | $3,332+20.9% |
| Admin fee / account holder | $266 | $4,512-94.1% | $5,608-95.3% | $4,645-94.3% |