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 | $23,418 | $72,492-67.7% | $87,100-73.1% | $72,985-67.9% |
| Participation rate | 78.0% | 72.8%+5.2pp | 76.9%+1.1pp | 69.5%+8.5pp |
| Annual return | 21.21% | 24.46%-3.2pp | 28.19%-7.0pp | 81.00%-59.8pp |
| Employer contribution / active EE | $979 | $1,894-48.3% | $2,521-61.2% | $2,440-59.9% |
| Participant deferral / active EE | $2,272 | $3,270-30.5% | $4,049-43.9% | $3,607-37.0% |
| Admin fee / account holder | $246 | $5,055-95.1% | $7,497-96.7% | $5,124-95.2% |