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 | $8,344 | $56,054-85.1% | $171,082-95.1% | $62,891-86.7% |
| Participation rate | 83.3% | 62.9%+20.5pp | 76.7%+6.6pp | 69.3%+14.0pp |
| Annual return | 8.43% | 22.52%-14.1pp | 32.56%-24.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $856 | $1,731-50.6% | $4,002-78.6% | $2,281-62.5% |
| Participant deferral / active EE | $1,362 | $3,158-56.9% | $4,797-71.6% | $3,203-57.5% |
| Admin fee / account holder | $208 | $3,647-94.3% | $8,520-97.6% | $4,296-95.2% |