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 | $18,223 | $88,707-79.5% | $74,183-75.4% | $273,961-93.3% |
| Participation rate | 90.5% | 79.4%+11.0pp | 76.6%+13.9pp | 83.0%+7.5pp |
| Annual return | 4.97% | 11.94%-7.0pp | 17.74%-12.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,955 | $3,159-38.1% | $2,370-17.5% | $4,869-59.8% |
| Participant deferral / active EE | $3,367 | $4,212-20.0% | $3,550-5.1% | $5,287-36.3% |
| Admin fee / account holder | $152 | $8,717-98.3% | $5,586-97.3% | $10,132-98.5% |