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 | $16,772 | $215,361-92.2% | $171,082-90.2% | $273,961-93.9% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | 10.13% | 25.14%-15.0pp | 32.56%-22.4pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,636 | $4,967-67.1% | $4,002-59.1% | $4,869-66.4% |
| Participant deferral / active EE | $3,293 | $5,543-40.6% | $4,797-31.4% | $5,287-37.7% |
| Admin fee / account holder | $99 | $10,846-99.1% | $8,520-98.8% | $10,132-99.0% |