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 | $10,000 | $99,341-89.9% | $84,750-88.2% | $273,961-96.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.70% | 22.93%-7.2pp | 22.78%-7.1pp | 41.45%-25.7pp |
| Employer contribution / active EE | $1,764 | $4,214-58.1% | $3,574-50.7% | $4,869-63.8% |
| Participant deferral / active EE | $5,862 | $4,269+37.3% | $3,712+57.9% | $5,287+10.9% |
| Admin fee / account holder | $165 | $6,644-97.5% | $5,332-96.9% | $10,132-98.4% |