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 | $11,647 | $90,503-87.1% | $78,689-85.2% | $273,961-95.7% |
| Participation rate | 94.4% | 76.5%+17.9pp | 73.6%+20.9pp | 83.0%+11.4pp |
| Annual return | 10.46% | 75.60%-65.1pp | 62.18%-51.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,878 | $3,901-26.2% | $3,517-18.2% | $5,287-45.6% |
| Admin fee / account holder | $158 | $5,263-97.0% | $4,510-96.5% | $10,132-98.4% |