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 | $11,936 | $99,341-88.0% | $84,750-85.9% | $273,961-95.6% |
| Participation rate | 94.4% | 80.7%+13.8pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | 10.69% | 22.93%-12.2pp | 22.78%-12.1pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,230 | $4,214-70.8% | $3,574-65.6% | $4,869-74.7% |
| Participant deferral / active EE | $5,036 | $4,269+17.9% | $3,712+35.7% | $5,287-4.8% |
| Admin fee / account holder | $41 | $6,644-99.4% | $5,332-99.2% | $10,132-99.6% |