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 | $5,937 | $48,076-87.7% | $78,689-92.5% | $62,891-90.6% |
| Participation rate | 74.1% | 65.2%+8.9pp | 73.6%+0.5pp | 69.3%+4.8pp |
| Annual return | 6.58% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $878 | $2,015-56.4% | $2,851-69.2% | $2,281-61.5% |
| Participant deferral / active EE | $1,036 | $2,588-60.0% | $3,517-70.5% | $3,203-67.7% |
| Admin fee / account holder | $294 | $3,207-90.8% | $4,510-93.5% | $4,296-93.1% |