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 | $11,217 | $85,766-86.9% | $136,294-91.8% | $70,131-84.0% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 26.98% | 31.45%-4.5pp | 5155.94%-5129.0pp | 73.14%-46.2pp |
| Employer contribution / active EE | $2,099 | $2,966-29.2% | $4,695-55.3% | $2,342-10.4% |
| Participant deferral / active EE | $4,477 | $5,051-11.4% | $6,247-28.3% | $3,332+34.4% |
| Admin fee / account holder | $166 | $5,420-96.9% | $9,243-98.2% | $4,645-96.4% |