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 | $14,198 | $86,929-83.7% | $102,423-86.1% | $80,856-82.4% |
| Participation rate | 72.0% | 72.4%-0.4pp | 76.5%-4.5pp | 67.6%+4.4pp |
| Annual return | 15.68% | 18.88%-3.2pp | 29.32%-13.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,118 | $2,369-52.8% | $3,023-63.0% | $2,755-59.4% |
| Participant deferral / active EE | $2,576 | $4,118-37.4% | $5,053-49.0% | $4,296-40.0% |
| Admin fee / account holder | $16 | $8,049-99.8% | $9,451-99.8% | $6,918-99.8% |