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 | $9,599 | $39,122-75.5% | $57,179-83.2% | $62,891-84.7% |
| Participation rate | 94.5% | 70.5%+24.0pp | 75.3%+19.2pp | 69.3%+25.2pp |
| Annual return | 5.53% | 9.23%-3.7pp | 14.59%-9.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,315 | $1,874-29.8% | $2,682-51.0% | $2,281-42.4% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $42 | $2,592-98.4% | $3,139-98.7% | $4,296-99.0% |