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 | $10,646 | $98,750-89.2% | $149,696-92.9% | $79,858-86.7% |
| Participation rate | 84.7% | 75.8%+9.0pp | 82.5%+2.3pp | 69.6%+15.1pp |
| Annual return | 23.05% | 27.43%-4.4pp | 276.60%-253.5pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,959 | $3,216-39.1% | $4,644-57.8% | $2,471-20.7% |
| Participant deferral / active EE | $3,313 | $5,680-41.7% | $6,842-51.6% | $3,740-11.4% |
| Admin fee / account holder | $121 | $6,053-98.0% | $9,309-98.7% | $5,306-97.7% |