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 | $12,024 | $90,503-86.7% | $78,689-84.7% | $273,961-95.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 7.72% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,093 | $3,176-65.6% | $2,851-61.6% | $4,869-77.5% |
| Participant deferral / active EE | $2,203 | $3,901-43.5% | $3,517-37.4% | $5,287-58.3% |
| Admin fee / account holder | $152 | $5,263-97.1% | $4,510-96.6% | $10,132-98.5% |