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 | $11,964 | $63,346-81.1% | $92,233-87.0% | $70,131-82.9% |
| Participation rate | 97.4% | 68.7%+28.7pp | 76.5%+20.9pp | 69.5%+27.8pp |
| Annual return | 18.15% | 530.12%-512.0pp | 176.28%-158.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,505 | $2,471-39.1% | $3,679-59.1% | $2,342-35.8% |
| Participant deferral / active EE | $2,874 | $2,854+0.7% | $3,897-26.3% | $3,332-13.8% |
| Admin fee / account holder | $204 | $3,840-94.7% | $5,194-96.1% | $4,645-95.6% |