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 | $11,446 | $117,381-90.2% | $99,443-88.5% | $152,861-92.5% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.4%+3.3pp |
| Annual return | 34.58% | 31.87%+2.7pp | 30.72%+3.9pp | 345.32%-310.7pp |
| Employer contribution / active EE | $1,477 | $3,013-51.0% | $2,540-41.8% | $4,762-69.0% |
| Participant deferral / active EE | $3,105 | $4,086-24.0% | $3,619-14.2% | $5,850-46.9% |
| Admin fee / account holder | $57 | $7,631-99.2% | $6,250-99.1% | $11,596-99.5% |