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 | $17,019 | $56,897-70.1% | $84,750-79.9% | $62,891-72.9% |
| Participation rate | 97.4% | 68.5%+28.9pp | 76.6%+20.8pp | 69.3%+28.1pp |
| Annual return | 12.47% | 6.30%+6.2pp | 22.78%-10.3pp | 20.14%-7.7pp |
| Employer contribution / active EE | $1,864 | $2,400-22.3% | $3,574-47.8% | $2,281-18.3% |
| Participant deferral / active EE | $5,216 | $2,709+92.5% | $3,712+40.5% | $3,203+62.8% |
| Admin fee / account holder | $184 | $3,581-94.8% | $5,332-96.5% | $4,296-95.7% |