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 | $15,946 | $135,952-88.3% | $123,892-87.1% | $273,961-94.2% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 7.52% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,075 | $5,170-79.2% | $4,617-76.7% | $4,869-77.9% |
| Participant deferral / active EE | $3,194 | $6,343-49.7% | $5,984-46.6% | $5,287-39.6% |
| Admin fee / account holder | $112 | $9,817-98.9% | $8,357-98.7% | $10,132-98.9% |