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 | $12,306 | $93,071-86.8% | $74,583-83.5% | $273,961-95.5% |
| Participation rate | 92.9% | 74.9%+17.9pp | 68.1%+24.7pp | 83.0%+9.8pp |
| Annual return | 10.68% | 26.18%-15.5pp | 20.47%-9.8pp | 41.45%-30.8pp |
| Employer contribution / active EE | $786 | $3,160-75.1% | $2,525-68.9% | $4,869-83.9% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $107 | $5,272-98.0% | $4,138-97.4% | $10,132-98.9% |