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 | $12,837 | $56,897-77.4% | $84,750-84.9% | $62,891-79.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.03% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $2,785 | $2,400+16.0% | $3,574-22.1% | $2,281+22.1% |
| Participant deferral / active EE | $2,569 | $2,709-5.2% | $3,712-30.8% | $3,203-19.8% |
| Admin fee / account holder | $160 | $3,581-95.5% | $5,332-97.0% | $4,296-96.3% |