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 | $15,128 | $104,251-85.5% | $91,001-83.4% | $147,584-89.7% |
| Participation rate | 76.5% | 78.2%-1.8pp | 75.6%+0.9pp | 82.8%-6.4pp |
| Annual return | 31.52% | 27.06%+4.5pp | 4.60%+26.9pp | 578.55%-547.0pp |
| Employer contribution / active EE | $1,801 | $3,116-42.2% | $2,456-26.7% | $4,876-63.1% |
| Participant deferral / active EE | $4,698 | $4,195+12.0% | $3,547+32.4% | $5,439-13.6% |
| Admin fee / account holder | $84 | $8,948-99.1% | $5,417-98.5% | $10,885-99.2% |