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 | $12,966 | $101,069-87.2% | $81,478-84.1% | $147,584-91.2% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 56.23% | 32.40%+23.8pp | 38.78%+17.5pp | 578.55%-522.3pp |
| Employer contribution / active EE | $2,046 | $3,205-36.2% | $2,568-20.3% | $4,876-58.0% |
| Participant deferral / active EE | $8,206 | $4,242+93.5% | $3,537+132.0% | $5,439+50.9% |
| Admin fee / account holder | $47 | $5,812-99.2% | $4,561-99.0% | $10,885-99.6% |