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 | $12,996 | $135,952-90.4% | $123,892-89.5% | $273,961-95.3% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 18.18% | 56.63%-38.4pp | 47.52%-29.3pp | 41.45%-23.3pp |
| Employer contribution / active EE | $6,637 | $5,170+28.4% | $4,617+43.8% | $4,869+36.3% |
| Participant deferral / active EE | $1,982 | $6,343-68.8% | $5,984-66.9% | $5,287-62.5% |
| Admin fee / account holder | $46 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |