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 | $7,382 | $54,762-86.5% | $90,281-91.8% | $72,985-89.9% |
| Participation rate | 79.3% | 65.1%+14.2pp | 73.3%+6.0pp | 69.5%+9.8pp |
| Annual return | 30.23% | 30.63%-0.4pp | 78.10%-47.9pp | 81.00%-50.8pp |
| Employer contribution / active EE | $543 | $2,092-74.1% | $2,854-81.0% | $2,440-77.8% |
| Participant deferral / active EE | $989 | $2,887-65.7% | $3,885-74.6% | $3,607-72.6% |
| Admin fee / account holder | $126 | $3,972-96.8% | $5,351-97.7% | $5,124-97.5% |