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 | $12,058 | $76,552-84.2% | $123,892-90.3% | $62,891-80.8% |
| Participation rate | 77.5% | 73.0%+4.5pp | 81.4%-3.9pp | 69.3%+8.2pp |
| Annual return | 14.90% | 18.68%-3.8pp | 47.52%-32.6pp | 20.14%-5.2pp |
| Employer contribution / active EE | $1,100 | $2,883-61.8% | $4,617-76.2% | $2,281-51.8% |
| Participant deferral / active EE | $2,061 | $4,840-57.4% | $5,984-65.6% | $3,203-35.7% |
| Admin fee / account holder | $272 | $4,826-94.4% | $8,357-96.7% | $4,296-93.7% |