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 | $22,058 | $112,096-80.3% | $95,952-77.0% | $158,922-86.1% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 32.67% | 171.09%-138.4pp | 91.61%-58.9pp | 302.83%-270.2pp |
| Employer contribution / active EE | $1,573 | $3,198-50.8% | $2,541-38.1% | $4,761-67.0% |
| Participant deferral / active EE | $2,741 | $4,784-42.7% | $4,167-34.2% | $5,982-54.2% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |