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 | $10,982 | $63,346-82.7% | $92,233-88.1% | $70,131-84.3% |
| Participation rate | 96.6% | 68.7%+27.9pp | 76.5%+20.1pp | 69.5%+27.0pp |
| Annual return | 13.72% | 530.12%-516.4pp | 176.28%-162.6pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,233 | $2,471-50.1% | $3,679-66.5% | $2,342-47.4% |
| Participant deferral / active EE | $2,699 | $2,854-5.4% | $3,897-30.7% | $3,332-19.0% |
| Admin fee / account holder | $174 | $3,840-95.5% | $5,194-96.7% | $4,645-96.3% |