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 | $14,585 | $56,110-74.0% | $94,993-84.6% | $70,131-79.2% |
| Participation rate | 73.8% | 65.0%+8.8pp | 73.9%0pp | 69.5%+4.3pp |
| Annual return | 13.90% | 51.02%-37.1pp | 27.12%-13.2pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,643 | $1,442+13.9% | $2,603-36.9% | $2,342-29.9% |
| Participant deferral / active EE | $2,230 | $2,391-6.7% | $3,317-32.8% | $3,332-33.1% |
| Admin fee / account holder | $265 | $3,456-92.3% | $4,960-94.7% | $4,645-94.3% |