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 | $11,701 | $57,065-79.5% | $75,670-84.5% | $70,131-83.3% |
| Participation rate | 96.3% | 68.1%+28.2pp | 72.3%+23.9pp | 69.5%+26.8pp |
| Annual return | 14.17% | 23.57%-9.4pp | 27.34%-13.2pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,317 | $1,817-27.5% | $2,352-44.0% | $2,342-43.8% |
| Participant deferral / active EE | $1,785 | $2,580-30.8% | $3,142-43.2% | $3,332-46.4% |
| Admin fee / account holder | $47 | $3,825-98.8% | $5,800-99.2% | $4,645-99.0% |