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 | $10,617 | $90,503-88.3% | $78,689-86.5% | $273,961-96.1% |
| Participation rate | 77.3% | 76.5%+0.8pp | 73.6%+3.7pp | 83.0%-5.7pp |
| Annual return | 24.78% | 75.60%-50.8pp | 62.18%-37.4pp | 41.45%-16.7pp |
| Employer contribution / active EE | $841 | $3,176-73.5% | $2,851-70.5% | $4,869-82.7% |
| Participant deferral / active EE | $1,947 | $3,901-50.1% | $3,517-44.6% | $5,287-63.2% |
| Admin fee / account holder | $5 | $5,263-99.9% | $4,510-99.9% | $10,132-99.9% |