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 | $10,581 | $43,327-75.6% | $59,878-82.3% | $64,186-83.5% |
| Participation rate | 76.8% | 69.2%+7.6pp | 74.7%+2.1pp | 69.6%+7.2pp |
| Annual return | 17.23% | -1.55%+18.8pp | 3.46%+13.8pp | 7.63%+9.6pp |
| Employer contribution / active EE | $631 | $2,028-68.9% | $2,722-76.8% | $2,381-73.5% |
| Participant deferral / active EE | $1,224 | $2,546-51.9% | $3,402-64.0% | $3,470-64.7% |
| Admin fee / account holder | $17 | $3,005-99.4% | $3,590-99.5% | $4,888-99.6% |