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 | $13,965 | $67,411-79.3% | $91,001-84.7% | $70,131-80.1% |
| Participation rate | 75.9% | 71.4%+4.5pp | 75.6%+0.3pp | 69.5%+6.3pp |
| Annual return | 22.30% | -40.16%+62.5pp | 4.60%+17.7pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,472 | $1,786-17.6% | $2,456-40.0% | $2,342-37.1% |
| Participant deferral / active EE | $3,179 | $2,823+12.6% | $3,547-10.4% | $3,332-4.6% |
| Admin fee / account holder | $136 | $4,236-96.8% | $5,417-97.5% | $4,645-97.1% |