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 | $14,689 | $153,772-90.4% | $133,980-89.0% | $273,961-94.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,800 | $6,029-37.0% | $5,211-27.1% | $4,869-22.0% |
| Participant deferral / active EE | $7,468 | $6,958+7.3% | $6,282+18.9% | $5,287+41.2% |
| Admin fee / account holder | $18 | $11,765-99.8% | $9,324-99.8% | $10,132-99.8% |