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 | $12,213 | $65,703-81.4% | $94,224-87.0% | $59,632-79.5% |
| Participation rate | 87.5% | 72.1%+15.4pp | 78.8%+8.7pp | 68.7%+18.8pp |
| Annual return | 3.40% | 5.22%-1.8pp | 10.68%-7.3pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $786 | $2,021-61.1% | $3,587-78.1% | $2,203-64.3% |
| Participant deferral / active EE | $4,036 | $3,143+28.4% | $4,320-6.6% | $3,192+26.5% |
| Admin fee / account holder | $55 | $4,264-98.7% | $6,269-99.1% | $4,297-98.7% |