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 | $15,476 | $41,377-62.6% | $109,313-85.8% | $62,891-75.4% |
| Participation rate | 76.9% | 57.5%+19.4pp | 71.3%+5.7pp | 69.3%+7.6pp |
| Annual return | 8.19% | 11.05%-2.9pp | 22.07%-13.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,362 | $1,276+6.7% | $3,892-65.0% | $2,281-40.3% |
| Participant deferral / active EE | $1,933 | $2,045-5.5% | $3,166-39.0% | $3,203-39.7% |
| Admin fee / account holder | $204 | $2,884-92.9% | $5,666-96.4% | $4,296-95.3% |