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 | $12,983 | $112,881-88.5% | $90,951-85.7% | $158,922-91.8% |
| Participation rate | 95.5% | 74.7%+20.7pp | 69.0%+26.4pp | 82.0%+13.5pp |
| Annual return | 19.13% | 215.79%-196.7pp | 134.60%-115.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,539 | $2,893-46.8% | $2,122-27.5% | $4,761-67.7% |
| Participant deferral / active EE | $2,302 | $4,128-44.2% | $3,373-31.8% | $5,982-61.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |