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 | $14,725 | $58,523-74.8% | $99,443-85.2% | $72,985-79.8% |
| Participation rate | 84.6% | 64.6%+20.0pp | 73.8%+10.8pp | 69.5%+15.1pp |
| Annual return | 32.04% | 28.51%+3.5pp | 30.72%+1.3pp | 81.00%-49.0pp |
| Employer contribution / active EE | $1,164 | $1,512-23.0% | $2,540-54.2% | $2,440-52.3% |
| Participant deferral / active EE | $3,524 | $2,606+35.2% | $3,619-2.6% | $3,607-2.3% |
| Admin fee / account holder | $256 | $4,102-93.8% | $6,250-95.9% | $5,124-95.0% |