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 | $19,448 | $176,812-89.0% | $146,665-86.7% | $167,490-88.4% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 9.75% | 24.03%-14.3pp | 22.74%-13.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,987 | $5,160-42.1% | $4,136-27.8% | $4,837-38.2% |
| Participant deferral / active EE | $2,522 | $6,440-60.8% | $5,506-54.2% | $6,341-60.2% |
| Admin fee / account holder | $24 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |