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 | $13,774 | $67,411-79.6% | $91,001-84.9% | $70,131-80.4% |
| Participation rate | 96.6% | 71.4%+25.2pp | 75.6%+21.0pp | 69.5%+27.0pp |
| Annual return | 24.40% | -40.16%+64.6pp | 4.60%+19.8pp | 73.14%-48.7pp |
| Employer contribution / active EE | $1,590 | $1,786-11.0% | $2,456-35.3% | $2,342-32.1% |
| Participant deferral / active EE | $3,753 | $2,823+33.0% | $3,547+5.8% | $3,332+12.6% |
| Admin fee / account holder | $62 | $4,236-98.5% | $5,417-98.9% | $4,645-98.7% |