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 | $2,469 | $48,300-94.9% | $40,145,923-100.0% | $62,891-96.1% |
| Participation rate | 94.1% | 62.0%+32.1pp | 68.4%+25.7pp | 69.3%+24.8pp |
| Annual return | 33.50% | 6.95%+26.5pp | 5.24%+28.3pp | 20.14%+13.4pp |
| Employer contribution / active EE | $482 | $1,333-63.8% | $1,844-73.8% | $2,281-78.9% |
| Participant deferral / active EE | $1,082 | $2,388-54.7% | $2,591-58.2% | $3,203-66.2% |
| Admin fee / account holder | $137 | $2,919-95.3% | $2,903-95.3% | $4,296-96.8% |