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 | $21,300 | $135,952-84.3% | $123,892-82.8% | $273,961-92.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 11.40% | 56.63%-45.2pp | 47.52%-36.1pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,431 | $5,170-72.3% | $4,617-69.0% | $4,869-70.6% |
| Participant deferral / active EE | $4,360 | $6,343-31.3% | $5,984-27.1% | $5,287-17.5% |
| Admin fee / account holder | $95 | $9,817-99.0% | $8,357-98.9% | $10,132-99.1% |