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 | $10,479 | $93,071-88.7% | $74,583-85.9% | $273,961-96.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 7.39% | 26.18%-18.8pp | 20.47%-13.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $878 | $3,160-72.2% | $2,525-65.2% | $4,869-82.0% |
| Participant deferral / active EE | $765 | $4,160-81.6% | $3,458-77.9% | $5,287-85.5% |
| Admin fee / account holder | $33 | $5,272-99.4% | $4,138-99.2% | $10,132-99.7% |