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 | $9,273 | $46,869-80.2% | $122,332-92.4% | $70,131-86.8% |
| Participation rate | 75.0% | 58.2%+16.8pp | 71.6%+3.4pp | 69.5%+5.5pp |
| Annual return | 16.88% | 24.22%-7.3pp | 30.27%-13.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,015 | $1,288-21.2% | $4,050-75.0% | $2,342-56.7% |
| Participant deferral / active EE | $1,204 | $2,166-44.4% | $3,287-63.4% | $3,332-63.9% |
| Admin fee / account holder | $253 | $3,322-92.4% | $5,478-95.4% | $4,645-94.6% |