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 | $13,549 | $63,355-78.6% | $91,989-85.3% | $72,985-81.4% |
| Participation rate | 91.7% | 72.5%+19.1pp | 78.6%+13.0pp | 69.5%+22.2pp |
| Annual return | 37.22% | 35.35%+1.9pp | 69.02%-31.8pp | 81.00%-43.8pp |
| Employer contribution / active EE | $1,465 | $2,116-30.8% | $3,452-57.6% | $2,440-40.0% |
| Participant deferral / active EE | $5,070 | $4,883+3.8% | $5,923-14.4% | $3,607+40.5% |
| Admin fee / account holder | $3 | $4,668-99.9% | $7,743-100.0% | $5,124-99.9% |