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 | $8,528 | $39,122-78.2% | $57,179-85.1% | $62,891-86.4% |
| Participation rate | 84.4% | 70.5%+13.9pp | 75.3%+9.0pp | 69.3%+15.1pp |
| Annual return | 1.99% | 9.23%-7.2pp | 14.59%-12.6pp | 20.14%-18.2pp |
| Employer contribution / active EE | $461 | $1,874-75.4% | $2,682-82.8% | $2,281-79.8% |
| Participant deferral / active EE | $1,205 | $2,374-49.2% | $3,096-61.1% | $3,203-62.4% |
| Admin fee / account holder | $267 | $2,592-89.7% | $3,139-91.5% | $4,296-93.8% |