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 | $8,955 | $132,239-93.2% | $105,722-91.5% | $273,961-96.7% |
| Participation rate | 92.3% | 83.2%+9.1pp | 78.9%+13.4pp | 83.0%+9.3pp |
| Annual return | 8.18% | 10.07%-1.9pp | 12.25%-4.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,308 | $4,867-52.6% | $4,079-43.4% | $4,869-52.6% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $82 | $12,032-99.3% | $8,308-99.0% | $10,132-99.2% |