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 | $10,741 | $52,836-79.7% | $105,738-89.8% | $64,186-83.3% |
| Participation rate | 73.1% | 66.5%+6.5pp | 76.3%-3.3pp | 69.6%+3.5pp |
| Annual return | -6.15% | 14.30%-20.4pp | 6.27%-12.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,490 | $1,827-18.4% | $3,268-54.4% | $2,381-37.4% |
| Participant deferral / active EE | $2,855 | $2,545+12.2% | $4,080-30.0% | $3,470-17.7% |
| Admin fee / account holder | $63 | $3,959-98.4% | $6,913-99.1% | $4,888-98.7% |