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 | $10,068 | $105,630-90.5% | $87,507-88.5% | $273,961-96.3% |
| Participation rate | 90.9% | 78.2%+12.7pp | 73.8%+17.1pp | 83.0%+7.9pp |
| Annual return | 11.01% | 12.25%-1.2pp | 12.21%-1.2pp | 41.45%-30.4pp |
| Employer contribution / active EE | $2,406 | $3,141-23.4% | $2,550-5.6% | $4,869-50.6% |
| Participant deferral / active EE | $4,364 | $3,601+21.2% | $3,149+38.6% | $5,287-17.5% |
| Admin fee / account holder | $34 | $4,781-99.3% | $4,221-99.2% | $10,132-99.7% |