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 | $20,919 | $60,349-65.3% | $74,183-71.8% | $62,891-66.7% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 5.47% | 21.37%-15.9pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,063 | $1,680-36.7% | $2,370-55.1% | $2,281-53.4% |
| Participant deferral / active EE | $3,007 | $2,856+5.3% | $3,550-15.3% | $3,203-6.1% |
| Admin fee / account holder | $89 | $4,261-97.9% | $5,586-98.4% | $4,296-97.9% |