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 | $9,577 | $88,707-89.2% | $74,183-87.1% | $273,961-96.5% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 8.71% | 11.94%-3.2pp | 17.74%-9.0pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,365 | $3,159-56.8% | $2,370-42.4% | $4,869-72.0% |
| Participant deferral / active EE | $1,978 | $4,212-53.0% | $3,550-44.3% | $5,287-62.6% |
| Admin fee / account holder | $192 | $8,717-97.8% | $5,586-96.6% | $10,132-98.1% |