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 | $32,471 | $95,803-66.1% | $113,168-71.3% | $84,808-61.7% |
| Participation rate | 96.7% | 72.9%+23.8pp | 76.6%+20.1pp | 68.3%+28.4pp |
| Annual return | 12.66% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,667 | $2,360-29.4% | $2,975-44.0% | $2,631-36.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $263 | $8,989-97.1% | $12,068-97.8% | $7,344-96.4% |