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 | $11,165 | $88,583-87.4% | $88,497-87.4% | $273,961-95.9% |
| Participation rate | 87.5% | 83.5%+4.0pp | 82.4%+5.1pp | 83.0%+4.5pp |
| Annual return | 12.18% | 5.68%+6.5pp | 7.63%+4.5pp | 41.45%-29.3pp |
| Employer contribution / active EE | $1,759 | $4,502-60.9% | $4,036-56.4% | $4,869-63.9% |
| Participant deferral / active EE | $3,475 | $4,891-28.9% | $4,899-29.1% | $5,287-34.3% |
| Admin fee / account holder | $75 | $8,980-99.2% | $6,220-98.8% | $10,132-99.3% |