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 | $18,225 | $58,512-68.9% | $84,015-78.3% | $72,985-75.0% |
| Participation rate | 74.6% | 61.2%+13.4pp | 69.0%+5.6pp | 69.5%+5.2pp |
| Annual return | 20.29% | 28.93%-8.6pp | 71.31%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,720 | $1,163+47.9% | $1,983-13.3% | $2,440-29.5% |
| Participant deferral / active EE | $2,360 | $2,394-1.4% | $3,239-27.1% | $3,607-34.6% |
| Admin fee / account holder | $40 | $4,569-99.1% | $6,101-99.3% | $5,124-99.2% |