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 | $10,913 | $93,071-88.3% | $74,583-85.4% | $273,961-96.0% |
| Participation rate | 70.0% | 74.9%-4.9pp | 68.1%+1.9pp | 83.0%-13.0pp |
| Annual return | 14.44% | 26.18%-11.7pp | 20.47%-6.0pp | 41.45%-27.0pp |
| Employer contribution / active EE | $2,669 | $3,160-15.5% | $2,525+5.7% | $4,869-45.2% |
| Participant deferral / active EE | $5,819 | $4,160+39.9% | $3,458+68.3% | $5,287+10.1% |
| Admin fee / account holder | $45 | $5,272-99.1% | $4,138-98.9% | $10,132-99.6% |