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 | $10,636 | $93,346-88.6% | $71,796-85.2% | $273,961-96.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 33.83% | 130.39%-96.6pp | 78.04%-44.2pp | 41.45%-7.6pp |
| Employer contribution / active EE | $1,290 | $2,733-52.8% | $1,924-33.0% | $4,869-73.5% |
| Participant deferral / active EE | $3,297 | $3,475-5.1% | $2,794+18.0% | $5,287-37.6% |
| Admin fee / account holder | $77 | $6,571-98.8% | $4,815-98.4% | $10,132-99.2% |