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 | $12,563 | $211,958-94.1% | $169,463-92.6% | $135,375-90.7% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | 59.72% | 3.26%+56.5pp | 1.83%+57.9pp | 519.73%-460.0pp |
| Employer contribution / active EE | $1,594 | $5,120-68.9% | $4,159-61.7% | $4,779-66.6% |
| Participant deferral / active EE | $2,988 | $6,075-50.8% | $5,277-43.4% | $5,609-46.7% |
| Admin fee / account holder | $51 | $11,471-99.6% | $9,109-99.4% | $10,827-99.5% |