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 | $28,874 | $153,772-81.2% | $133,980-78.4% | $273,961-89.5% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 31.68% | 36.51%-4.8pp | 29.30%+2.4pp | 41.45%-9.8pp |
| Employer contribution / active EE | $3,914 | $6,029-35.1% | $5,211-24.9% | $4,869-19.6% |
| Participant deferral / active EE | $9,015 | $6,958+29.6% | $6,282+43.5% | $5,287+70.5% |
| Admin fee / account holder | $249 | $11,765-97.9% | $9,324-97.3% | $10,132-97.5% |