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 | $11,435 | $53,018-78.4% | $70,014-83.7% | $62,891-81.8% |
| Participation rate | 83.9% | 67.2%+16.7pp | 71.8%+12.1pp | 69.3%+14.6pp |
| Annual return | 9.42% | 13.35%-3.9pp | 12.99%-3.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,827 | $1,799+1.5% | $2,338-21.9% | $2,281-19.9% |
| Participant deferral / active EE | $1,908 | $2,395-20.3% | $2,931-34.9% | $3,203-40.4% |
| Admin fee / account holder | $260 | $3,690-93.0% | $4,380-94.1% | $4,296-94.0% |