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 | $11,350 | $90,503-87.5% | $78,689-85.6% | $273,961-95.9% |
| Participation rate | 93.8% | 76.5%+17.2pp | 73.6%+20.2pp | 83.0%+10.7pp |
| Annual return | 8.33% | 75.60%-67.3pp | 62.18%-53.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,402 | $3,901-64.1% | $3,517-60.1% | $5,287-73.5% |
| Admin fee / account holder | $57 | $5,263-98.9% | $4,510-98.7% | $10,132-99.4% |