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 | $15,534 | $99,341-84.4% | $84,750-81.7% | $273,961-94.3% |
| Participation rate | 84.2% | 80.7%+3.5pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,081 | $4,214-50.6% | $3,574-41.8% | $4,869-57.3% |
| Participant deferral / active EE | $5,458 | $4,269+27.8% | $3,712+47.1% | $5,287+3.2% |
| Admin fee / account holder | $73 | $6,644-98.9% | $5,332-98.6% | $10,132-99.3% |