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 | $11,377 | $181,894-93.7% | $156,549-92.7% | $273,961-95.8% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 9.86% | 30.74%-20.9pp | 32.23%-22.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $6,063 | $6,248-3.0% | $5,501+10.2% | $4,869+24.5% |
| Participant deferral / active EE | $2,748 | $5,550-50.5% | $4,871-43.6% | $5,287-48.0% |
| Admin fee / account holder | $32 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |