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 | $14,105 | $106,890-86.8% | $84,015-83.2% | $152,861-90.8% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.4%+8.5pp |
| Annual return | 22.84% | 104.99%-82.1pp | 71.31%-48.5pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,486 | $2,734-45.6% | $1,983-25.1% | $4,762-68.8% |
| Participant deferral / active EE | $1,911 | $4,011-52.4% | $3,239-41.0% | $5,850-67.3% |
| Admin fee / account holder | $104 | $8,285-98.7% | $6,101-98.3% | $11,596-99.1% |