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 | $14,182 | $135,952-89.6% | $123,892-88.6% | $273,961-94.8% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 13.97% | 56.63%-42.7pp | 47.52%-33.5pp | 41.45%-27.5pp |
| Employer contribution / active EE | $1,970 | $5,170-61.9% | $4,617-57.3% | $4,869-59.5% |
| Participant deferral / active EE | $4,443 | $6,343-29.9% | $5,984-25.7% | $5,287-16.0% |
| Admin fee / account holder | $60 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |