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 | $20,367 | $76,367-73.3% | $93,606-78.2% | $72,985-72.1% |
| Participation rate | 90.3% | 71.7%+18.6pp | 75.8%+14.5pp | 69.5%+20.8pp |
| Annual return | 22.96% | 25.82%-2.9pp | 32.76%-9.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $982 | $2,275-56.8% | $2,718-63.9% | $2,440-59.8% |
| Participant deferral / active EE | $1,973 | $3,538-44.2% | $4,069-51.5% | $3,607-45.3% |
| Admin fee / account holder | $219 | $6,838-96.8% | $7,888-97.2% | $5,124-95.7% |