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 | $10,213 | $215,361-95.3% | $171,082-94.0% | $273,961-96.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 76.7%-5.3pp | 83.0%-11.6pp |
| Annual return | 23.48% | 25.14%-1.7pp | 32.56%-9.1pp | 41.45%-18.0pp |
| Employer contribution / active EE | $1,223 | $4,967-75.4% | $4,002-69.5% | $4,869-74.9% |
| Participant deferral / active EE | $7,000 | $5,543+26.3% | $4,797+45.9% | $5,287+32.4% |
| Admin fee / account holder | $31 | $10,846-99.7% | $8,520-99.6% | $10,132-99.7% |