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 | $9,450 | $48,076-80.3% | $78,689-88.0% | $62,891-85.0% |
| Participation rate | 72.0% | 65.2%+6.8pp | 73.6%-1.6pp | 69.3%+2.7pp |
| Annual return | 8.99% | 31.35%-22.4pp | 62.18%-53.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $921 | $2,015-54.3% | $2,851-67.7% | $2,281-59.6% |
| Participant deferral / active EE | $1,936 | $2,588-25.2% | $3,517-44.9% | $3,203-39.5% |
| Admin fee / account holder | $67 | $3,207-97.9% | $4,510-98.5% | $4,296-98.4% |