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 | $15,317 | $107,334-85.7% | $92,893-83.5% | $152,861-90.0% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 24.55% | 145.58%-121.0pp | 109.41%-84.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,693 | $4,221-59.9% | $3,653-53.6% | $4,762-64.4% |
| Participant deferral / active EE | $3,642 | $4,845-24.8% | $4,236-14.0% | $5,850-37.7% |
| Admin fee / account holder | $39 | $7,079-99.4% | $5,794-99.3% | $11,596-99.7% |