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 | $21,780 | $232,540-90.6% | $185,117-88.2% | $147,584-85.2% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 7.63% | 43.03%-35.4pp | 40.50%-32.9pp | 578.55%-570.9pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,256 | $5,834-78.5% | $5,045-75.1% | $5,439-76.9% |
| Admin fee / account holder | $187 | $10,275-98.2% | $8,159-97.7% | $10,885-98.3% |