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 | $8,293 | $181,894-95.4% | $156,549-94.7% | $273,961-97.0% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 12.55% | 30.74%-18.2pp | 32.23%-19.7pp | 41.45%-28.9pp |
| Employer contribution / active EE | $1,536 | $6,248-75.4% | $5,501-72.1% | $4,869-68.4% |
| Participant deferral / active EE | $2,517 | $5,550-54.7% | $4,871-48.3% | $5,287-52.4% |
| Admin fee / account holder | $141 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |