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 | $3,033 | $90,503-96.6% | $78,689-96.1% | $273,961-98.9% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 6.39% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $721 | $3,176-77.3% | $2,851-74.7% | $4,869-85.2% |
| Participant deferral / active EE | $1,533 | $3,901-60.7% | $3,517-56.4% | $5,287-71.0% |
| Admin fee / account holder | $148 | $5,263-97.2% | $4,510-96.7% | $10,132-98.5% |