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 | $13,712 | $53,822-74.5% | $75,696-81.9% | $85,850-84.0% |
| Participation rate | 96.6% | 69.1%+27.5pp | 74.8%+21.7pp | 69.3%+27.2pp |
| Annual return | 25.43% | 24.54%+0.9pp | 104.53%-79.1pp | 318.53%-293.1pp |
| Employer contribution / active EE | $1,034 | $2,017-48.7% | $2,743-62.3% | $2,565-59.7% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $116 | $3,343-96.5% | $3,619-96.8% | $6,260-98.2% |