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 | $14,031 | $118,680-88.2% | $98,907-85.8% | $158,922-91.2% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+9.0pp |
| Annual return | 16.56% | 372.35%-355.8pp | 196.43%-179.9pp | 302.83%-286.3pp |
| Employer contribution / active EE | $959 | $3,333-71.2% | $2,689-64.3% | $4,761-79.9% |
| Participant deferral / active EE | $1,557 | $5,088-69.4% | $4,244-63.3% | $5,982-74.0% |
| Admin fee / account holder | $20 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |