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 | $14,234 | $99,341-85.7% | $84,750-83.2% | $273,961-94.8% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 3.36% | 22.93%-19.6pp | 22.78%-19.4pp | 41.45%-38.1pp |
| Employer contribution / active EE | $2,255 | $4,214-46.5% | $3,574-36.9% | $4,869-53.7% |
| Participant deferral / active EE | $4,684 | $4,269+9.7% | $3,712+26.2% | $5,287-11.4% |
| Admin fee / account holder | $20 | $6,644-99.7% | $5,332-99.6% | $10,132-99.8% |