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 | $13,106 | $135,952-90.4% | $123,892-89.4% | $273,961-95.2% |
| Participation rate | 73.7% | 84.1%-10.4pp | 81.4%-7.7pp | 83.0%-9.3pp |
| Annual return | 13.96% | 56.63%-42.7pp | 47.52%-33.6pp | 41.45%-27.5pp |
| Employer contribution / active EE | $1,008 | $5,170-80.5% | $4,617-78.2% | $4,869-79.3% |
| Participant deferral / active EE | $2,303 | $6,343-63.7% | $5,984-61.5% | $5,287-56.4% |
| Admin fee / account holder | $14 | $9,817-99.9% | $8,357-99.8% | $10,132-99.9% |