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 | $13,364 | $98,240-86.4% | $82,313-83.8% | $147,584-90.9% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 25.50% | 30.85%-5.4pp | 25.88%-0.4pp | 578.55%-553.1pp |
| Employer contribution / active EE | $1,772 | $3,192-44.5% | $2,428-27.0% | $4,876-63.7% |
| Participant deferral / active EE | $2,907 | $4,383-33.7% | $3,706-21.6% | $5,439-46.5% |
| Admin fee / account holder | $279 | $8,563-96.7% | $5,608-95.0% | $10,885-97.4% |