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 | $15,334 | $103,376-85.2% | $87,100-82.4% | $152,861-90.0% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 40.40% | 28.10%+12.3pp | 28.19%+12.2pp | 345.32%-304.9pp |
| Employer contribution / active EE | $2,434 | $3,220-24.4% | $2,521-3.5% | $4,762-48.9% |
| Participant deferral / active EE | $5,414 | $4,778+13.3% | $4,049+33.7% | $5,850-7.5% |
| Admin fee / account holder | $44 | $12,205-99.6% | $7,497-99.4% | $11,596-99.6% |