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 | $12,896 | $84,233-84.7% | $170,442-92.4% | $70,131-81.6% |
| Participation rate | 96.0% | 70.8%+25.2pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 14.19% | 23.06%-8.9pp | 205.93%-191.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,073 | $3,387-68.3% | $5,433-80.3% | $2,342-54.2% |
| Participant deferral / active EE | $1,921 | $3,086-37.7% | $4,939-61.1% | $3,332-42.3% |
| Admin fee / account holder | $83 | $5,698-98.5% | $13,880-99.4% | $4,645-98.2% |