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 | $11,245 | $88,707-87.3% | $74,183-84.8% | $273,961-95.9% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 13.17% | 11.94%+1.2pp | 17.74%-4.6pp | 41.45%-28.3pp |
| Employer contribution / active EE | $1,721 | $3,159-45.5% | $2,370-27.4% | $4,869-64.6% |
| Participant deferral / active EE | $3,206 | $4,212-23.9% | $3,550-9.7% | $5,287-39.4% |
| Admin fee / account holder | $42 | $8,717-99.5% | $5,586-99.3% | $10,132-99.6% |