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 | $19,209 | $142,405-86.5% | $115,157-83.3% | $152,861-87.4% |
| Participation rate | 81.0% | 82.4%-1.4pp | 75.9%+5.0pp | 82.4%-1.5pp |
| Annual return | 19.09% | 41.48%-22.4pp | 35.60%-16.5pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,509 | $4,010-62.4% | $3,179-52.5% | $4,762-68.3% |
| Participant deferral / active EE | $2,272 | $5,164-56.0% | $4,168-45.5% | $5,850-61.2% |
| Admin fee / account holder | $127 | $8,462-98.5% | $7,088-98.2% | $11,596-98.9% |