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 | $17,692 | $209,411-91.6% | $178,490-90.1% | $158,922-88.9% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 16.42% | 188.75%-172.3pp | 151.07%-134.7pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,720 | $5,706-69.9% | $5,011-65.7% | $4,761-63.9% |
| Participant deferral / active EE | $2,369 | $5,954-60.2% | $5,202-54.5% | $5,982-60.4% |
| Admin fee / account holder | $98 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |