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 | $12,105 | $215,361-94.4% | $171,082-92.9% | $273,961-95.6% |
| Participation rate | 92.9% | 82.0%+10.8pp | 76.7%+16.2pp | 83.0%+9.8pp |
| Annual return | 16.02% | 25.14%-9.1pp | 32.56%-16.5pp | 41.45%-25.4pp |
| Employer contribution / active EE | $1,286 | $4,967-74.1% | $4,002-67.9% | $4,869-73.6% |
| Participant deferral / active EE | $2,665 | $5,543-51.9% | $4,797-44.5% | $5,287-49.6% |
| Admin fee / account holder | $126 | $10,846-98.8% | $8,520-98.5% | $10,132-98.8% |