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 | $14,487 | $60,349-76.0% | $74,183-80.5% | $62,891-77.0% |
| Participation rate | 82.1% | 72.7%+9.4pp | 76.6%+5.5pp | 69.3%+12.8pp |
| Annual return | 8.09% | 21.37%-13.3pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,012 | $1,680-39.8% | $2,370-57.3% | $2,281-55.6% |
| Participant deferral / active EE | $1,306 | $2,856-54.3% | $3,550-63.2% | $3,203-59.2% |
| Admin fee / account holder | $268 | $4,261-93.7% | $5,586-95.2% | $4,296-93.8% |