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 | $10,858 | $127,100-91.5% | $105,738-89.7% | $135,375-92.0% |
| Participation rate | 81.8% | 82.7%-0.9pp | 76.3%+5.5pp | 82.6%-0.8pp |
| Annual return | 11.04% | 4.49%+6.5pp | 6.27%+4.8pp | 519.73%-508.7pp |
| Employer contribution / active EE | $1,531 | $4,107-62.7% | $3,268-53.2% | $4,779-68.0% |
| Participant deferral / active EE | $1,799 | $5,064-64.5% | $4,080-55.9% | $5,609-67.9% |
| Admin fee / account holder | $242 | $9,087-97.3% | $6,913-96.5% | $10,827-97.8% |