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 5-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 | $10,166 | $77,503-86.9% | $100,391-89.9% | $80,856-87.4% |
| Participation rate | 95.8% | 76.9%+18.9pp | 81.5%+14.4pp | 67.6%+28.2pp |
| Annual return | 13.98% | 37.20%-23.2pp | 49.20%-35.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,051 | $2,801-62.5% | $3,942-73.3% | $2,755-61.8% |
| Participant deferral / active EE | $2,830 | $6,820-58.5% | $8,082-65.0% | $4,296-34.1% |
| Admin fee / account holder | $233 | $5,897-96.1% | $7,899-97.1% | $6,918-96.6% |