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 | $12,226 | $90,503-86.5% | $78,689-84.5% | $273,961-95.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 7.74% | 75.60%-67.9pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,523 | $3,176-52.0% | $2,851-46.6% | $4,869-68.7% |
| Participant deferral / active EE | $3,955 | $3,901+1.4% | $3,517+12.5% | $5,287-25.2% |
| Admin fee / account holder | $241 | $5,263-95.4% | $4,510-94.7% | $10,132-97.6% |