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 | $15,673 | $181,894-91.4% | $156,549-90.0% | $273,961-94.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 10.28% | 30.74%-20.5pp | 32.23%-21.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $4,399 | $6,248-29.6% | $5,501-20.0% | $4,869-9.6% |
| Participant deferral / active EE | $2,978 | $5,550-46.3% | $4,871-38.9% | $5,287-43.7% |
| Admin fee / account holder | $210 | $15,559-98.6% | $13,027-98.4% | $10,132-97.9% |