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 | $5,644 | $60,349-90.6% | $74,183-92.4% | $62,891-91.0% |
| Participation rate | 88.0% | 72.7%+15.3pp | 76.6%+11.4pp | 69.3%+18.7pp |
| Annual return | 14.83% | 21.37%-6.5pp | 17.74%-2.9pp | 20.14%-5.3pp |
| Employer contribution / active EE | $1,189 | $1,680-29.2% | $2,370-49.8% | $2,281-47.9% |
| Participant deferral / active EE | $2,051 | $2,856-28.2% | $3,550-42.2% | $3,203-36.0% |
| Admin fee / account holder | $87 | $4,261-98.0% | $5,586-98.4% | $4,296-98.0% |