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 | $10,402 | $69,518-85.0% | $59,878-82.6% | $135,375-92.3% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.7%+12.8pp | 82.6%+4.9pp |
| Annual return | -5.35% | 7.94%-13.3pp | 3.46%-8.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,261 | $3,235-61.0% | $2,722-53.7% | $4,779-73.6% |
| Participant deferral / active EE | $1,972 | $4,206-53.1% | $3,402-42.0% | $5,609-64.8% |
| Admin fee / account holder | $89 | $5,734-98.4% | $3,590-97.5% | $10,827-99.2% |