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 3-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 | $10,530 | $111,814-90.6% | $93,654-88.8% | $145,959-92.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 10.29% | 203.30%-193.0pp | 133.34%-123.1pp | 561.95%-551.7pp |
| Employer contribution / active EE | $892 | $3,092-71.1% | $2,421-63.1% | $4,661-80.9% |
| Participant deferral / active EE | $1,732 | $4,914-64.8% | $4,413-60.7% | $6,689-74.1% |
| Admin fee / account holder | $151 | $10,246-98.5% | $8,282-98.2% | $13,398-98.9% |