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 | $29,119 | $100,041-70.9% | $149,718-80.6% | $70,131-58.5% |
| Participation rate | 79.1% | 83.6%-4.5pp | 87.1%-8.0pp | 69.5%+9.5pp |
| Annual return | 21.71% | 27.43%-5.7pp | 1501.63%-1479.9pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,368 | $3,662-62.7% | $5,445-74.9% | $2,342-41.6% |
| Participant deferral / active EE | $2,458 | $4,983-50.7% | $6,569-62.6% | $3,332-26.2% |
| Admin fee / account holder | $258 | $8,286-96.9% | $11,283-97.7% | $4,645-94.5% |