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 8-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 | $11,198 | $72,277-84.5% | $101,248-88.9% | $79,858-86.0% |
| Participation rate | 78.3% | 68.5%+9.8pp | 75.8%+2.5pp | 69.6%+8.6pp |
| Annual return | 26.44% | 22.30%+4.1pp | 46.47%-20.0pp | 31.71%-5.3pp |
| Employer contribution / active EE | $1,835 | $2,692-31.8% | $3,660-49.9% | $2,471-25.8% |
| Participant deferral / active EE | $2,455 | $3,282-25.2% | $4,370-43.8% | $3,740-34.4% |
| Admin fee / account holder | $193 | $4,400-95.6% | $5,945-96.7% | $5,306-96.4% |