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 | $19,659 | $76,552-74.3% | $123,892-84.1% | $62,891-68.7% |
| Participation rate | 86.2% | 73.0%+13.2pp | 81.4%+4.8pp | 69.3%+16.9pp |
| Annual return | 12.99% | 18.68%-5.7pp | 47.52%-34.5pp | 20.14%-7.2pp |
| Employer contribution / active EE | $1,086 | $2,883-62.3% | $4,617-76.5% | $2,281-52.4% |
| Participant deferral / active EE | $5,977 | $4,840+23.5% | $5,984-0.1% | $3,203+86.6% |
| Admin fee / account holder | $235 | $4,826-95.1% | $8,357-97.2% | $4,296-94.5% |