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 | $18,969 | $113,339-83.3% | $94,993-80.0% | $147,584-87.1% |
| Participation rate | 90.9% | 78.0%+12.9pp | 73.9%+17.0pp | 82.8%+8.1pp |
| Annual return | 24.37% | 20.77%+3.6pp | 27.12%-2.8pp | 578.55%-554.2pp |
| Employer contribution / active EE | $1,287 | $3,160-59.3% | $2,603-50.5% | $4,876-73.6% |
| Participant deferral / active EE | $4,582 | $3,777+21.3% | $3,317+38.1% | $5,439-15.8% |
| Admin fee / account holder | $116 | $6,063-98.1% | $4,960-97.7% | $10,885-98.9% |