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 | $12,477 | $78,705-84.1% | $117,854-89.4% | $70,131-82.2% |
| Participation rate | 85.7% | 73.2%+12.5pp | 79.7%+6.1pp | 69.5%+16.2pp |
| Annual return | 19.96% | 23.30%-3.3pp | 335.08%-315.1pp | 73.14%-53.2pp |
| Employer contribution / active EE | $706 | $2,223-68.2% | $3,786-81.4% | $2,342-69.9% |
| Participant deferral / active EE | $1,569 | $3,297-52.4% | $4,482-65.0% | $3,332-52.9% |
| Admin fee / account holder | $143 | $5,065-97.2% | $8,020-98.2% | $4,645-96.9% |