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 | $12,034 | $93,071-87.1% | $74,583-83.9% | $273,961-95.6% |
| Participation rate | 73.7% | 74.9%-1.3pp | 68.1%+5.6pp | 83.0%-9.3pp |
| Annual return | 6.93% | 26.18%-19.2pp | 20.47%-13.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $597 | $3,160-81.1% | $2,525-76.4% | $4,869-87.7% |
| Participant deferral / active EE | $2,670 | $4,160-35.8% | $3,458-22.8% | $5,287-49.5% |
| Admin fee / account holder | $238 | $5,272-95.5% | $4,138-94.2% | $10,132-97.7% |