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 | $7,722 | $90,503-91.5% | $78,689-90.2% | $273,961-97.2% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 12.13% | 75.60%-63.5pp | 62.18%-50.1pp | 41.45%-29.3pp |
| Employer contribution / active EE | $1,184 | $3,176-62.7% | $2,851-58.5% | $4,869-75.7% |
| Participant deferral / active EE | $2,053 | $3,901-47.4% | $3,517-41.6% | $5,287-61.2% |
| Admin fee / account holder | $77 | $5,263-98.5% | $4,510-98.3% | $10,132-99.2% |