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 | $11,482 | $84,233-86.4% | $170,442-93.3% | $70,131-83.6% |
| Participation rate | 80.0% | 70.8%+9.2pp | 83.6%-3.6pp | 69.5%+10.5pp |
| Annual return | 14.18% | 23.06%-8.9pp | 205.93%-191.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $904 | $3,387-73.3% | $5,433-83.4% | $2,342-61.4% |
| Participant deferral / active EE | $1,411 | $3,086-54.3% | $4,939-71.4% | $3,332-57.6% |
| Admin fee / account holder | $278 | $5,698-95.1% | $13,880-98.0% | $4,645-94.0% |