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 | $12,398 | $101,069-87.7% | $81,478-84.8% | $147,584-91.6% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 27.58% | 32.40%-4.8pp | 38.78%-11.2pp | 578.55%-551.0pp |
| Employer contribution / active EE | $1,581 | $3,205-50.7% | $2,568-38.4% | $4,876-67.6% |
| Participant deferral / active EE | $3,727 | $4,242-12.1% | $3,537+5.4% | $5,439-31.5% |
| Admin fee / account holder | $31 | $5,812-99.5% | $4,561-99.3% | $10,885-99.7% |