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 | $9,405 | $181,894-94.8% | $156,549-94.0% | $273,961-96.6% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 23.86% | 30.74%-6.9pp | 32.23%-8.4pp | 41.45%-17.6pp |
| Employer contribution / active EE | $1,518 | $6,248-75.7% | $5,501-72.4% | $4,869-68.8% |
| Participant deferral / active EE | $2,736 | $5,550-50.7% | $4,871-43.8% | $5,287-48.2% |
| Admin fee / account holder | $53 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |