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 | $18,924 | $127,777-85.2% | $106,548-82.2% | $167,490-88.7% |
| Participation rate | 90.0% | 78.3%+11.7pp | 76.1%+13.9pp | 82.1%+7.9pp |
| Annual return | 9.72% | 33.87%-24.2pp | 26.80%-17.1pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,045 | $3,427-69.5% | $2,819-62.9% | $4,837-78.4% |
| Participant deferral / active EE | $1,704 | $5,087-66.5% | $4,398-61.3% | $6,341-73.1% |
| Admin fee / account holder | $204 | $11,228-98.2% | $7,407-97.2% | $12,309-98.3% |