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 | $13,329 | $165,912-92.0% | $122,332-89.1% | $147,584-91.0% |
| Participation rate | 77.8% | 79.6%-1.8pp | 71.6%+6.1pp | 82.8%-5.1pp |
| Annual return | 11.88% | 34.55%-22.7pp | 30.27%-18.4pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,537 | $5,754-73.3% | $4,050-62.1% | $4,876-68.5% |
| Participant deferral / active EE | $1,757 | $4,005-56.1% | $3,287-46.5% | $5,439-67.7% |
| Admin fee / account holder | $80 | $7,424-98.9% | $5,478-98.5% | $10,885-99.3% |