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 | $10,054 | $99,341-89.9% | $84,750-88.1% | $273,961-96.3% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 14.39% | 22.93%-8.5pp | 22.78%-8.4pp | 41.45%-27.1pp |
| Employer contribution / active EE | $1,308 | $4,214-69.0% | $3,574-63.4% | $4,869-73.1% |
| Participant deferral / active EE | $4,000 | $4,269-6.3% | $3,712+7.8% | $5,287-24.3% |
| Admin fee / account holder | $132 | $6,644-98.0% | $5,332-97.5% | $10,132-98.7% |