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 | $6,605 | $43,075-84.7% | $74,583-91.1% | $62,891-89.5% |
| Participation rate | 83.3% | 58.1%+25.3pp | 68.1%+15.2pp | 69.3%+14.0pp |
| Annual return | 9.67% | 17.50%-7.8pp | 20.47%-10.8pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,447 | $1,498-3.4% | $2,525-42.7% | $2,281-36.6% |
| Participant deferral / active EE | $1,935 | $2,389-19.0% | $3,458-44.0% | $3,203-39.6% |
| Admin fee / account holder | $290 | $2,840-89.8% | $4,138-93.0% | $4,296-93.2% |