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 | $4,318 | $43,075-90.0% | $74,583-94.2% | $62,891-93.1% |
| Participation rate | 70.0% | 58.1%+11.9pp | 68.1%+1.9pp | 69.3%+0.7pp |
| Annual return | 9.37% | 17.50%-8.1pp | 20.47%-11.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,605 | $1,498+7.1% | $2,525-36.5% | $2,281-29.7% |
| Participant deferral / active EE | $809 | $2,389-66.1% | $3,458-76.6% | $3,203-74.7% |
| Admin fee / account holder | $272 | $2,840-90.4% | $4,138-93.4% | $4,296-93.7% |