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 | $15,503 | $104,251-85.1% | $91,001-83.0% | $147,584-89.5% |
| Participation rate | 95.8% | 78.2%+17.6pp | 75.6%+20.2pp | 82.8%+13.0pp |
| Annual return | 18.35% | 27.06%-8.7pp | 4.60%+13.8pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,741 | $3,116-44.1% | $2,456-29.1% | $4,876-64.3% |
| Participant deferral / active EE | $3,275 | $4,195-21.9% | $3,547-7.7% | $5,439-39.8% |
| Admin fee / account holder | $138 | $8,948-98.5% | $5,417-97.5% | $10,885-98.7% |