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 | $18,588 | $60,349-69.2% | $74,183-74.9% | $62,891-70.4% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 16.12% | 21.37%-5.3pp | 17.74%-1.6pp | 20.14%-4.0pp |
| Employer contribution / active EE | $2,420 | $1,680+44.0% | $2,370+2.1% | $2,281+6.1% |
| Participant deferral / active EE | $3,465 | $2,856+21.3% | $3,550-2.4% | $3,203+8.2% |
| Admin fee / account holder | $188 | $4,261-95.6% | $5,586-96.6% | $4,296-95.6% |