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 | $13,855 | $49,025-71.7% | $87,507-84.2% | $62,891-78.0% |
| Participation rate | 91.9% | 64.9%+27.1pp | 73.8%+18.1pp | 69.3%+22.6pp |
| Annual return | 15.03% | 10.02%+5.0pp | 12.21%+2.8pp | 20.14%-5.1pp |
| Employer contribution / active EE | $1,180 | $1,372-14.0% | $2,550-53.7% | $2,281-48.3% |
| Participant deferral / active EE | $8,338 | $2,289+264.2% | $3,149+164.8% | $3,203+160.3% |
| Admin fee / account holder | $130 | $4,065-96.8% | $4,221-96.9% | $4,296-97.0% |