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 | $9,948 | $67,606-85.3% | $82,313-87.9% | $70,131-85.8% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.9%+8.3pp | 69.5%+15.6pp |
| Annual return | 30.32% | 21.57%+8.8pp | 25.88%+4.4pp | 73.14%-42.8pp |
| Employer contribution / active EE | $1,489 | $1,755-15.2% | $2,428-38.7% | $2,342-36.4% |
| Participant deferral / active EE | $3,075 | $2,987+3.0% | $3,706-17.0% | $3,332-7.7% |
| Admin fee / account holder | $105 | $4,512-97.7% | $5,608-98.1% | $4,645-97.7% |