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 | $11,624 | $48,076-75.8% | $78,689-85.2% | $62,891-81.5% |
| Participation rate | 90.0% | 65.2%+24.8pp | 73.6%+16.4pp | 69.3%+20.7pp |
| Annual return | 6.23% | 31.35%-25.1pp | 62.18%-56.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $299 | $2,015-85.2% | $2,851-89.5% | $2,281-86.9% |
| Participant deferral / active EE | $2,559 | $2,588-1.1% | $3,517-27.2% | $3,203-20.1% |
| Admin fee / account holder | $93 | $3,207-97.1% | $4,510-97.9% | $4,296-97.8% |