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 | $20,120 | $89,739-77.6% | $149,718-86.6% | $62,292-67.7% |
| Participation rate | 96.6% | 85.1%+11.5pp | 87.1%+9.5pp | 69.5%+27.1pp |
| Annual return | 18.98% | 21.01%-2.0pp | 1501.63%-1482.6pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,598 | $3,233-50.6% | $5,445-70.6% | $2,042-21.7% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $220 | $551-60.2% | $11,283-98.1% | $479-54.2% |