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 | $9,985 | $135,952-92.7% | $123,892-91.9% | $273,961-96.4% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 32.60% | 56.63%-24.0pp | 47.52%-14.9pp | 41.45%-8.9pp |
| Employer contribution / active EE | $2,208 | $5,170-57.3% | $4,617-52.2% | $4,869-54.7% |
| Participant deferral / active EE | $5,508 | $6,343-13.2% | $5,984-8.0% | $5,287+4.2% |
| Admin fee / account holder | $26 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |