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 | $16,137 | $135,952-88.1% | $123,892-87.0% | $273,961-94.1% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 11.36% | 56.63%-45.3pp | 47.52%-36.2pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,382 | $5,170-73.3% | $4,617-70.1% | $4,869-71.6% |
| Participant deferral / active EE | $5,526 | $6,343-12.9% | $5,984-7.7% | $5,287+4.5% |
| Admin fee / account holder | $192 | $9,817-98.0% | $8,357-97.7% | $10,132-98.1% |