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 | $10,329 | $45,073-77.1% | $69,455-85.1% | $72,985-85.8% |
| Participation rate | 77.1% | 68.5%+8.6pp | 74.6%+2.5pp | 69.5%+7.7pp |
| Annual return | 16.31% | 22.65%-6.3pp | 28.97%-12.7pp | 81.00%-64.7pp |
| Employer contribution / active EE | $384 | $2,054-81.3% | $2,779-86.2% | $2,440-84.3% |
| Participant deferral / active EE | $3,017 | $2,602+16.0% | $3,535-14.7% | $3,607-16.4% |
| Admin fee / account holder | $167 | $3,056-94.5% | $3,839-95.7% | $5,124-96.7% |