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 | $99,020-87.8% | $86,590-86.0% | $147,584-91.8% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 19.35% | 1312.34%-1293.0pp | 964.84%-945.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,495 | $3,132-52.3% | $2,839-47.3% | $4,876-69.3% |
| Participant deferral / active EE | $2,550 | $3,972-35.8% | $3,609-29.3% | $5,439-53.1% |
| Admin fee / account holder | $280 | $5,710-95.1% | $4,906-94.3% | $10,885-97.4% |