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 | $14,416 | $112,881-87.2% | $90,951-84.2% | $158,922-90.9% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 14.00% | 215.79%-201.8pp | 134.60%-120.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $816 | $2,893-71.8% | $2,122-61.6% | $4,761-82.9% |
| Participant deferral / active EE | $1,049 | $4,128-74.6% | $3,373-68.9% | $5,982-82.5% |
| Admin fee / account holder | $242 | $8,041-97.0% | $5,959-95.9% | $11,246-97.9% |