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 | $12,621 | $113,339-88.9% | $94,993-86.7% | $147,584-91.4% |
| Participation rate | 82.4% | 78.0%+4.4pp | 73.9%+8.5pp | 82.8%-0.5pp |
| Annual return | 19.27% | 20.77%-1.5pp | 27.12%-7.8pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,289 | $3,160-59.2% | $2,603-50.5% | $4,876-73.6% |
| Participant deferral / active EE | $1,605 | $3,777-57.5% | $3,317-51.6% | $5,439-70.5% |
| Admin fee / account holder | $171 | $6,063-97.2% | $4,960-96.5% | $10,885-98.4% |