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 | $10,134 | $58,577-82.7% | $83,333-87.8% | $64,186-84.2% |
| Participation rate | 82.5% | 72.0%+10.5pp | 77.8%+4.8pp | 69.6%+13.0pp |
| Annual return | 28.57% | 9.65%+18.9pp | 10.63%+17.9pp | 7.63%+20.9pp |
| Employer contribution / active EE | $1,248 | $2,098-40.5% | $3,379-63.1% | $2,381-47.6% |
| Participant deferral / active EE | $2,982 | $4,654-35.9% | $5,565-46.4% | $3,470-14.0% |
| Admin fee / account holder | $207 | $9,275-97.8% | $7,510-97.2% | $4,888-95.8% |