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 | $22,184 | $76,367-71.0% | $93,606-76.3% | $72,985-69.6% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.5%+10.5pp |
| Annual return | 19.18% | 25.82%-6.6pp | 32.76%-13.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $975 | $2,275-57.2% | $2,718-64.1% | $2,440-60.0% |
| Participant deferral / active EE | $1,448 | $3,538-59.1% | $4,069-64.4% | $3,607-59.9% |
| Admin fee / account holder | $118 | $6,838-98.3% | $7,888-98.5% | $5,124-97.7% |