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 | $12,887 | $46,869-72.5% | $122,332-89.5% | $70,131-81.6% |
| Participation rate | 70.6% | 58.2%+12.4pp | 71.6%-1.0pp | 69.5%+1.0pp |
| Annual return | 14.06% | 24.22%-10.2pp | 30.27%-16.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $988 | $2,166-54.4% | $3,287-69.9% | $3,332-70.3% |
| Admin fee / account holder | $293 | $3,322-91.2% | $5,478-94.7% | $4,645-93.7% |