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 | $13,420 | $99,652-86.5% | $78,778-83.0% | $147,584-90.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 27.03% | 47.28%-20.2pp | 35.62%-8.6pp | 578.55%-551.5pp |
| Employer contribution / active EE | $1,719 | $2,796-38.5% | $1,986-13.4% | $4,876-64.7% |
| Participant deferral / active EE | $5,075 | $3,664+38.5% | $2,958+71.5% | $5,439-6.7% |
| Admin fee / account holder | $50 | $7,155-99.3% | $5,134-99.0% | $10,885-99.5% |