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 | $9,242 | $90,503-89.8% | $78,689-88.3% | $273,961-96.6% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 9.69% | 75.60%-65.9pp | 62.18%-52.5pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,430 | $3,176-55.0% | $2,851-49.8% | $4,869-70.6% |
| Participant deferral / active EE | $5,294 | $3,901+35.7% | $3,517+50.5% | $5,287+0.1% |
| Admin fee / account holder | $46 | $5,263-99.1% | $4,510-99.0% | $10,132-99.5% |