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 | $8,704 | $90,503-90.4% | $78,689-88.9% | $273,961-96.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 6.88% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,828 | $3,176-42.4% | $2,851-35.9% | $4,869-62.4% |
| Participant deferral / active EE | $2,283 | $3,901-41.5% | $3,517-35.1% | $5,287-56.8% |
| Admin fee / account holder | $52 | $5,263-99.0% | $4,510-98.9% | $10,132-99.5% |