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 | $14,372 | $93,346-84.6% | $71,796-80.0% | $273,961-94.8% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 9.42% | 130.39%-121.0pp | 78.04%-68.6pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,802 | $2,733-34.1% | $1,924-6.4% | $4,869-63.0% |
| Participant deferral / active EE | $3,604 | $3,475+3.7% | $2,794+29.0% | $5,287-31.8% |
| Admin fee / account holder | $282 | $6,571-95.7% | $4,815-94.1% | $10,132-97.2% |