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 | $11,369 | $104,251-89.1% | $91,001-87.5% | $147,584-92.3% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 18.62% | 27.06%-8.4pp | 4.60%+14.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,170 | $3,116-62.5% | $2,456-52.4% | $4,876-76.0% |
| Participant deferral / active EE | $1,220 | $4,195-70.9% | $3,547-65.6% | $5,439-77.6% |
| Admin fee / account holder | $173 | $8,948-98.1% | $5,417-96.8% | $10,885-98.4% |