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 | $15,051 | $77,813-80.7% | $123,544-87.8% | $64,186-76.6% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | 15.58% | 12.48%+3.1pp | 119.20%-103.6pp | 7.63%+7.9pp |
| Employer contribution / active EE | $2,076 | $3,014-31.1% | $4,628-55.1% | $2,381-12.8% |
| Participant deferral / active EE | $3,110 | $5,240-40.7% | $6,426-51.6% | $3,470-10.4% |
| Admin fee / account holder | $202 | $5,519-96.3% | $9,284-97.8% | $4,888-95.9% |