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 | $2,693 | $54,762-95.1% | $90,281-97.0% | $72,985-96.3% |
| Participation rate | 83.6% | 65.1%+18.5pp | 73.3%+10.4pp | 69.5%+14.2pp |
| Annual return | 25.17% | 30.63%-5.5pp | 78.10%-52.9pp | 81.00%-55.8pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,821 | $2,887-36.9% | $3,885-53.1% | $3,607-49.5% |
| Admin fee / account holder | $256 | $3,972-93.6% | $5,351-95.2% | $5,124-95.0% |