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 | $13,954 | $84,233-83.4% | $170,442-91.8% | $70,131-80.1% |
| Participation rate | 81.1% | 70.8%+10.2pp | 83.6%-2.5pp | 69.5%+11.5pp |
| Annual return | 15.07% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,041 | $3,387-69.3% | $5,433-80.8% | $2,342-55.6% |
| Participant deferral / active EE | $1,934 | $3,086-37.3% | $4,939-60.9% | $3,332-42.0% |
| Admin fee / account holder | $94 | $5,698-98.4% | $13,880-99.3% | $4,645-98.0% |