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 | $8,521 | $84,233-89.9% | $170,442-95.0% | $70,131-87.9% |
| Participation rate | 80.9% | 70.8%+10.0pp | 83.6%-2.7pp | 69.5%+11.3pp |
| Annual return | 24.26% | 23.06%+1.2pp | 205.93%-181.7pp | 73.14%-48.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,908 | $3,086+26.7% | $4,939-20.9% | $3,332+17.3% |
| Admin fee / account holder | $90 | $5,698-98.4% | $13,880-99.3% | $4,645-98.1% |