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 | $14,046 | $96,557-85.5% | $80,975-82.7% | $273,961-94.9% |
| Participation rate | 95.0% | 79.1%+15.9pp | 75.8%+19.2pp | 83.0%+12.0pp |
| Annual return | 9.33% | 15.14%-5.8pp | 17.10%-7.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,949 | $4,868-39.4% | $3,714-20.6% | $4,869-39.4% |
| Participant deferral / active EE | $3,605 | $6,598-45.4% | $5,696-36.7% | $5,287-31.8% |
| Admin fee / account holder | $25 | $7,492-99.7% | $5,516-99.6% | $10,132-99.8% |