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 | $18,402 | $181,894-89.9% | $156,549-88.2% | $273,961-93.3% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 9.35% | 30.74%-21.4pp | 32.23%-22.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,847 | $6,248-70.4% | $5,501-66.4% | $4,869-62.1% |
| Participant deferral / active EE | $4,384 | $5,550-21.0% | $4,871-10.0% | $5,287-17.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |