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 | $20,216 | $112,096-82.0% | $95,952-78.9% | $158,922-87.3% |
| Participation rate | 70.6% | 79.0%-8.4pp | 77.1%-6.5pp | 82.0%-11.4pp |
| Annual return | 18.43% | 171.09%-152.7pp | 91.61%-73.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,218 | $3,198-61.9% | $2,541-52.1% | $4,761-74.4% |
| Participant deferral / active EE | $1,604 | $4,784-66.5% | $4,167-61.5% | $5,982-73.2% |
| Admin fee / account holder | $19 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |