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 | $10,029 | $103,949-90.4% | $69,182-85.5% | $273,961-96.3% |
| Participation rate | 87.5% | 67.4%+20.1pp | 55.1%+32.4pp | 83.0%+4.5pp |
| Annual return | 8.64% | 35.28%-26.6pp | -21.93%+30.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,910 | $2,716+43.9% | $1,897+106.1% | $5,287-26.1% |
| Admin fee / account holder | $94 | $3,671-97.4% | $2,697-96.5% | $10,132-99.1% |