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 | $17,182 | $165,335-89.6% | $149,696-88.5% | $158,922-89.2% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 28.48% | 348.15%-319.7pp | 276.60%-248.1pp | 302.83%-274.3pp |
| Employer contribution / active EE | $1,646 | $5,103-67.7% | $4,644-64.6% | $4,761-65.4% |
| Participant deferral / active EE | $2,926 | $7,181-59.3% | $6,842-57.2% | $5,982-51.1% |
| Admin fee / account holder | $3 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |