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 | $3,347 | $215,361-98.4% | $171,082-98.0% | $273,961-98.8% |
| Participation rate | 81.8% | 82.0%-0.2pp | 76.7%+5.1pp | 83.0%-1.2pp |
| Annual return | 21.19% | 25.14%-4.0pp | 32.56%-11.4pp | 41.45%-20.3pp |
| Employer contribution / active EE | $1,162 | $4,967-76.6% | $4,002-71.0% | $4,869-76.1% |
| Participant deferral / active EE | $1,187 | $5,543-78.6% | $4,797-75.3% | $5,287-77.5% |
| Admin fee / account holder | $39 | $10,846-99.6% | $8,520-99.5% | $10,132-99.6% |