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 | $11,090 | $60,349-81.6% | $74,183-85.0% | $62,891-82.4% |
| Participation rate | 96.2% | 72.7%+23.4pp | 76.6%+19.5pp | 69.3%+26.8pp |
| Annual return | 7.69% | 21.37%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,433 | $1,680-14.7% | $2,370-39.5% | $2,281-37.2% |
| Participant deferral / active EE | $2,444 | $2,856-14.4% | $3,550-31.1% | $3,203-23.7% |
| Admin fee / account holder | $16 | $4,261-99.6% | $5,586-99.7% | $4,296-99.6% |