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 | $9,873 | $65,685-85.0% | $57,179-82.7% | $273,961-96.4% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 12.87% | 21.99%-9.1pp | 14.59%-1.7pp | 41.45%-28.6pp |
| Employer contribution / active EE | $1,565 | $3,279-52.3% | $2,682-41.7% | $4,869-67.9% |
| Participant deferral / active EE | $3,183 | $3,782-15.8% | $3,096+2.8% | $5,287-39.8% |
| Admin fee / account holder | $132 | $4,835-97.3% | $3,139-95.8% | $10,132-98.7% |