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 | $9,438 | $93,071-89.9% | $74,583-87.3% | $273,961-96.6% |
| Participation rate | 70.0% | 74.9%-4.9pp | 68.1%+1.9pp | 83.0%-13.0pp |
| Annual return | 16.69% | 26.18%-9.5pp | 20.47%-3.8pp | 41.45%-24.8pp |
| Employer contribution / active EE | $1,479 | $3,160-53.2% | $2,525-41.4% | $4,869-69.6% |
| Participant deferral / active EE | $2,823 | $4,160-32.1% | $3,458-18.4% | $5,287-46.6% |
| Admin fee / account holder | $65 | $5,272-98.8% | $4,138-98.4% | $10,132-99.4% |